As a team, we share a vision to empower individuals to forge their path to financial freedom and wellness.
 

Private Client Associate

Kanoe joined Perigon Wealth Management in 2004. She is in charge of day to day operations and client service for the Hon...

Private Client Associate

Born, raised and lives in San Francisco, CA

Doris joined Perigon Wealth Management team in 2013, bringing with her over...

Lead Option Strategist | Wealth Advisor

Mr. Elisha is the Portfolio Manager and Options Strategist at Perigon Wealth Management. Prior to Perigon, Scott was the...

Wealth Advisor

David brings almost 20 years of wealth management experience to Perigon. David’s background and expertise center on help...

Founder | Wealth Advisor

Mr. Hart co-founded Perigon and serves as  Perigon’s Chief Investment Officer. Mr. Hart  also serves as the principal po...

Wealth Advisor

In everything I do, I believe in helping people positively direct their lives and strive to leave them feeling uplifted...

Wealth Advisor

Dermott Larkin partners with and advises technology & biotech executives, entrepreneurs, business owners, individuals an...

Head of Planning | Wealth Advisor

Danny McAuliffe is a Financial Advisor with Perigon Wealth Management.  Danny works with clients to develop and implemen...

Sr. Investment Strategist | Wealth Advisor

Maya has two decades of experience advising top CEOs, policy makers, technology executives, and hedge fund managers, cor...

Head of Partnerships | CCO

Dan comes from the recruiting world and joined Perigon in 2018 to help with the expansion of the firm through new partne...

CFO | CIO

Chuck joined Perigon Wealth Management in early in 2015 as an Investment Advisor and supports the firm’s financial advis...

Wealth Advisor

Bill Rackley joined Perigon recently in order to leverage the company's resources and opportunities to collaborate with...

Private Client Associate

Brian is a Private Client Associate at Perigon Wealth Management in which he handles the administrative aspects of clien...

Wealth Advisor

Scott has been in the financial services industry since 2005, providing strategies for high net worth individuals, their...