Perigon Wealth Management, LLC
Dev Gupta, CFP®, currently serves as a Wealth Management Advisor at Perigon Wealth Management, LLC, providing comprehensive goals-based financial planning and coordinating with various trusted advisors. In addition, Dev Gupta is the CEO and Founder of Fair Capital, Inc., which features a wealth visualization platform. Previous experience includes serving as a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management, a Vice President at Morgan Stanley, and co-founding Kintetic Financial, where a research company for mutual funds and ETFs was established. Early career highlights involve account management roles at Grand Central Communications and Kabira Technologies, where significant enterprise contracts were secured. Dev Gupta holds a Bachelor of Science in Systems Engineering and Computer Science from the University of Virginia, graduating cum laude.
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Perigon Wealth Management, LLC
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, Perigon Wealth Management offers financial advisors who join its platform a robust and flexible program that accommodates the widest possible array of affiliation structures and business models. With over $4 billion in client assets, Perigon Wealth Management is passionate about accelerating the business growth of its financial advisors and simplifying their operations, without sacrificing their independence. For more information, please visit https://perigonwealth.com/. Information provided is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by Perigon Wealth Management's ("Perigon") advisory persons after entering into an advisory agreement and providing Perigon with all requested background and account information. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. All investments include a risk of loss that clients should be prepared to bear. Perigon is a registered investment advisor. More information about the firm can be found it its Form ADV Part 2 which is available upon request by calling 415-430-4140 or by emailing compliance@perigonwealth.com.