Marc's Bio
For the last decade Marc has been helping clients address their financial goals. Marc believes in simplifying complex financial topics, thereby empowering clients to take ownership of their financial lives. Marc works with individuals and businesses advising on how to potentially grow and protect their assets and specializes in working with clients nearing or in retirement. He also believes in partnering with centers of influence to provide clients with a well-rounded approach.
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
Edmond Sukalic
Jim Weikart
Marc Specht
Steven Bernknopf, MSF, CFP®, EA
Thomas Haggerty, AWMA®, CRPC®, CFS®, CIS™, CAS®, CMFC®
Disclosures
Perigon Wealth Management is a registered investment advisor. Securities offered through Purshe Kaplan Sterling Investments (“PKS”), Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. PKS and Perigon Wealth Management are not affiliated companies. Investments through PKS are: NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.