Beth's Bio
Beth is a Wealth Advisor with Perigon and oversees the firm’s financial planning operations. Her passion is to help clients manage the risks associated with accumulating and preserving wealth. Her favorite part about her career is that she has the privilege of living life alongside her clients. She is an avid advocate of the independent wealth management space, and values protecting her fee-only practice.
Beth is a CFP® professional and holds a BA from the University of Georgia. She helps manage the Atlanta office and resides in midtown with her wife and two sons. She is an avid tennis player, enjoys golf, and spends the weekends hiking with her family and two dogs in the North Georgia Mountains. Beth is also passionate about dedicating her time to worthy causes, and currently serves as the Treasurer of USTA (United States Tennis Association) Georgia and on multiple Finance Committees for the Atlanta Ronald McDonald House Charities.
Favorite Quotes:
“It takes as much energy to wish as it does to plan.” ~ Eleanor Roosevelt
“The way you invest your love, you invest your life.” ~ Marcus Mumford
Beth's Team
Beth Bosworth
