Parion Wealth is an independent, fee-only advisory practice based in New York.

The firm is privately owned and led by the advisors responsible for the work. We operate under a fiduciary standard, providing advice without product commissions or third-party incentives.

Parion is structured to support long-term relationships rather than transactional engagements. Clients work directly with a consistent team, and decisions are handled deliberately and carried through with care.

Our work often includes coordination across tax, investment, and planning considerations, particularly for professionals, business owners, and families whose financial lives have become increasingly interconnected. When appropriate, we collaborate with independent CPA and legal professionals to ensure alignment.

The firm was formerly known as Periscope Wealth Management and continues under the same leadership and operating philosophy.

Parion is built around clarity, accountability, and continuity over time.

Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. Advisory services are only offered to clients or prospective clients where NewEdge Advisors, LLC doing business as Parion Wealth, and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC, doing business as Parion Wealth, unless a client service agreement is in place.

Third-party posts found on this profile do not reflect the views of NewEdge Advisors, LLC and have not been reviewed by NewEdge Advisors, LLC for accuracy or completeness.

Parion Wealth

Daniel Riso

This department focuses on managing investment portfolios and providing financial advisory services.

Parion Wealth

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Parion Wealth

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Teams

Investment Management

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