Thank you for visiting PM Wealth Management. As of November 2022, PM Wealth Management, LLC has merged with Perigon Wealth Management, LLC, an independent wealth management firm with offices across the country. PM Wealth Management will continue to operate under its own brand as a Perigon Partner.
Joining the Perigon team allows PM Wealth Management to further enhance our client offerings in areas such as additional investment custodians outside of LPL Financial, in-house investment team and Chief Investment Officer, additional back-office operational support allowing our advisors to focus on client service, and many other enhancements.
With this merger, the PM Wealth Management team remains intact and our commitment to serving our customers remains paramount.
“In the short period of time we’ve been part of Perigon, I’ve been blown away by the comradery and willingness of team members to support one another across the country. The knowledge and expertise that exists within this firm is first-class and we’re excited to bring additional value to our current and future clients.”
~ Marc Specht
Marc Specht, AIF®, AWMA®, AAMS®, RFC
Partner | Wealth Advisor
[email protected]
Edmond Sukalic
Wealth Advisor
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Steven Bernknopf, MSF, CFP®
Wealth Advisor
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Jim Weikart
Wealth Advisor
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Brenda Caldwell
Private Client Associate
[email protected]