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

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

Courtney Holt

Chuck Pinson - Rose

The Leadership Team at Perigon Wealth Management, LLC is responsible for driving the strategic vision and overall direction of the firm. Comprised of key executives such as the Vice President of Investments, the Founding Partner/Senior Portfolio Manager, and the Chief Financial Officer, among others, they ensure the seamless alignment of financial planning, compliance, operations, and investment strategies. Their collaborative efforts focus on accelerating business growth, simplifying advisor operations, and maintaining the firm's commitment to independence and robust client service.

Leadership Team

Client Services Team

Wealth Management Team

Financial Planning Team

Leadership Team

About

Team members

Other teams at Perigon Wealth Management, LLC

Client Services Team

Wealth Management Team

Financial Planning Team