SAN FRANCISCO, OCT. 16, 2025
“Jeremy has been at the forefront of wealth management for those in the entertainment and professional sports industries,” said Perigon CEO Arthur Ambarik. “His knowledge of the complex wealth management needs of these individuals and attention to detail have created a successful, growing sports and entertainment practice. We’re grateful he’s been part of Perigon since 2020 and thrilled he has earned this recognition.”Paul holds the Certified Financial Planner™ practitioner credential and is admitted to the legal Bar in New York and New Jersey. These dual credentials provide him with a broad perspective on the many factors involved in designing, implementing and monitoring a comprehensive wealth management plan that involves complex issues. He works closely with Grammy Award-winning musicians and entertainers, and professional athletes. Lawrence Spielman, CPA, Partner at Eisner Advisory Group, added,
“Jeremy understands the nuances of our client’s unique circumstances, without forgetting they are people with loved ones, concerns and hopes for the future. His approach has been one that I’ve found to serve our shared clients incredibly well. In fact, I and my entire family are all long-term clients of Jeremy.”Paul has been recognized by Barron’s as a 2025 Top 1,200 Advisor (No. 30), 2024 Forbes Top Advisor (No. 17) and 2025 InvestmentNews Top Financial Advisors (No. 15). He added,
“I am honored to be part of this prestigious list and among other impressive wealth managers. When I became a financial advisor decades ago, I wanted to help individuals with their complex wealth needs. I’m grateful to continue helping individuals with wealth protection and growth.”See the full Barron’s Top Independent Advisors list at https://www.barrons.com/advisor/report/top-financial-advisors/independent?page=7&.
[1] Perigon provides investment advisory and related services for clients nationally; Perigon will maintain all applicable registrations and licenses as required by the various states in which it conducts business. For more information, please visit www.perigonwealth.com or the Security and Exchange Commission’s (“SEC’s”) website at www.adviserinfo.sec.gov and search with Perigon’s CRD# 131037.
About Perigon Wealth Management
Perigon Wealth Management, LLC is a registered investment advisor. Founded, owned and led by lifelong financial advisors, Perigon Wealth Management is an independent RIA firm that strives to provide clients with peace of mind by identifying and implementing clear and customized plans to achieve the financial objectives necessary to realize their life goals. Additionally, Perigon Wealth Management offers financial advisors who join its platform a robust and flexible program that accommodates the widest possible array of affiliation structures and business models. With approximately $8.2 billion in client assets as of June 30, 2024, Perigon Wealth Management is passionate about accelerating the business growth of its financial advisors and simplifying their operations, without sacrificing their independence. For more information, please visit https://perigonwealth.com.
Custody, clearing and certain brokerage services are offered by GSCS, an SEC-registered broker-dealer and member FINRA/MSRB/SIPC. Additional brokerage services offered by GSAS are provided by GS&Co., which is an SEC-registered broker-dealer and investment adviser, and member FINRA/MSRB/SIPC. Research GSCS and GS&Co. at FINRA’s BrokerCheck. Neither this material nor any of its contents shall constitute an offer, solicitation, or advice to buy or sell securities.
