Perigon Wealth Management, LLC
Thomas "Tom" Tolleson, Jr., CFP® is a Wealth Manager at Perigon Wealth Management, LLC since October 2022. Previously, Thomas "Tom" held various roles at Wellspring Advisory Services LLC from May 2012 to February 2018, including President and Financial Advisor. Thomas "Tom" also served as President at Wellspring Financial, Inc from 1994 to December 2012. Thomas obtained a Doctor of Law (JD) degree from Emory University School of Law in 1979, a Diploma in Christian Studies from Regent College in 1976, and a Bachelor of Arts (B.A.) in History from the University of Virginia in 1973.
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.