Marc's Bio

Marc co-founded PM Wealth Management in 2015 and has been recognized in Forbes as one of America’s Top Next-Generation Advisors, Best-in-State Advisors and a Chairman’s Club advisor with LPL Financial. PM Wealth Management merged into Perigon Wealth Management in 2022 to further enhance the products and capabilities available to clients.
Marc is a graduate of Binghamton University with a bachelor’s degree in Economics and holds the designations of Accredited Investment Fiduciary, Accredited Asset Management Specialist, Accredited Wealth Management Advisor and Registered Financial Consultant. He lives in Long Island with his wife, Allison, sons, Adam & Carter and dogs, Chloe & Letty.
Marc's Team

Brenda Caldwell
Private Client Associate

Edmond Sukalic
Wealth Advisor

Jim Weikart
Wealth Advisor

Marc Specht
Partner | Wealth Advisor

Steven Bernknopf
Wealth Advisor

Thomas Haggerty
Wealth Advisor