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.

Business Development

Investment Management

Perigon Wealth Management, LLC

Philip Hart

Abegael Fleming

Scott Elisha

Tina Rana

Susanna Pinto

Lisa Keim

Keli Oldham

Gama Jimenez

Doris Chin

Dawn Creo

Brian Stone

Brian Smith

Branden Randall

Annette Wilson

Anna Marie Grosso

Bud Sturmak

Rafia Hasan Cfa

Jonathan Hoy

Chuck Pinson - Rose

The Investment and Portfolio Management team at Perigon Wealth Management, LLC is responsible for creating, executing, and monitoring customized investment strategies tailored to meet clients' financial objectives. The team manages asset allocations, executes trades, evaluates market trends, and incorporates alternative investments to optimize portfolio performance while managing risk. This team works collaboratively to ensure a strategic approach is taken to maximize returns and support clients in realizing their life goals.

Investment and Portfolio Management

Client Services Team

Wealth Management Team

Financial Planning Team

Investment and Portfolio Management

About

Team members

Other teams at Perigon Wealth Management, LLC

Client Services Team

Wealth Management Team

Financial Planning Team