Perigon Wealth Management, LLC
Gregory Wendt, CFP, is a seasoned financial professional specializing in ESG and impact investing strategies. Currently serving as a Senior Wealth Advisor at Perigon Wealth Management, LLC since April 2023, Gregory focuses on attracting clients aligned with values that support innovative investment opportunities. As a co-founder and strategic advisor of Open Future Fund, Gregory is dedicated to evolving impact investing globally and addressing economic and ecological challenges. With a strong foundation in sustainable finance, Gregory founded the Green Economy Think Tank in 2008 to foster dialogue and collaboration on living economy principles. Additional ventures include co-founding Green Business Networking and participating in various roles across multiple firms, including Stakeholders Capital and Enright Premier Wealth Advisors. Gregory's academic background includes a BA in Economics and Business Administration from UCLA and a Certified Financial Planner designation.
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.