Perigon Wealth Management, LLC
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Founded, owned and led by lifelong financial advisors, Perigon Wealth Management, LLC is an independent RIA firm that provides clients with peace of mind by identifying and implementing clear and customized plans to achieve the financial objectives necessary to realize their life goals. Additionally... Read more
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Philip Hart
Founding Partner | Senior Portfolio Manager
Philip Hart
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Chuck Pinson - Rose
Chief Financial Officer
Courtney Holt
Chief Compliance Officer
Jonathan Hoy
Chief Operating Officer
Rafia Hasan Cfa
Chief Investment Officer
Bud Sturmak
Head Of Impact Investing | Partner
Anna Marie Grosso
Private Client Associate
Annette Wilson
Private Client Associate
Branden Randall
Private Client Associate, Paraplanner
Brian Smith
Private Client Associate
Brian Stone
Private Client Associate
Dawn Creo
Private Client Associate
Doris Chin
Private Client Associate
Gama Jimenez
Financial Planning Associate
Keli Oldham
Private Client Associate
Lisa Keim
Private Client Associate
Susanna Pinto
Private Client Associate
Tina Rana
Private Client Associate
Scott Elisha
Chief Options Strategist/portfolio Manager
