Jeremy Paul is President of Perigon Wealth Management, where he works with individuals and families navigating the financial decisions that come with success, change, and complexity. He has spent his career helping clients coordinate a strategy that brings together the many pieces of their financial lives which include investments, tax and estate planning, liquidity, philanthropy and long-term family goals.
Jeremy’s background as both a wealth advisor and an attorney shapes the way he approaches wealth management. He is a Certified Financial Planner™ practitioner and is admitted to the Bar in New York and New Jersey. He also holds the Accredited Investment Fiduciary™ and Certified Divorce Financial Analyst® designations. Rather than looking at financial decisions in isolation, Jeremy focuses on understanding the bigger picture and helping clients make informed decisions with clarity and confidence.
Over the course of his career, Jeremy has had the opportunity to advise a diverse group of clients, including entrepreneurs, executives, Grammy Award-winning musicians and entertainers, and professional athletes. He has also served as a Registered Player Financial Advisor with the National Football League Players Association.
Jeremy has been recognized by Barron’s, Forbes and InvestmentNews as one of the country’s leading financial advisors. While he is proud of those recognitions, he believes the most meaningful measure of his work is the long-term relationships he develops with clients and families and the trust they place in him during some of the most important decisions in their lives.
Outside of his work with clients, Jeremy is actively involved in his community with Boca Helping Hands, Greater Boca Raton Estate Planning Council and the Financial Planning Association. Jeremy is as avid meditator, enjoys golf, music, travel, and spending time with his family. He also values staying active and making time to unplug, recharge, and enjoy life away from the office.
Disclosures
Jeremy Paul has been awarded Top 100 Independent Advisor 2025 by Barron’s, Top Financial Advisors in the USA 2025 by InvestmentNews, and Best-in-State Wealth Advisors 2025 by Forbes. Barron’s and Forbes rankings were based on assets, revenue, and quality of practice. InvestmentNews rankings were based on AUM, AUM growth, and client growth. No compensation was paid for inclusion in the ranking. Past recognition does not guarantee future results. For methodology information, visit Barron’s, Forbes, or InvestmentNews.
