Perigon Wealth Management, LLC
Tyler Brooks is an experienced wealth advisor currently working at Perigon Wealth Management, LLC since January 2021. Prior roles include financial planner at Insight Wealth Strategies, wealth advisor at Malakoff & Associates, and financial advisor at David White & Associates, demonstrating a strong background in financial services. Earlier experiences include insurance sales as an agent for New York Life Insurance Company and various roles in the hospitality industry, including event concierge at The Ritz Carlton San Francisco and server positions at other restaurants. Tyler's career also features a background in client management as an account manager at Tab Label Co. Tyler holds a diploma from Valley Christian High in Dublin, CA, obtained in 2002.
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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.