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

Perigon Wealth Management, LLC's headquarters in San Francisco, United States

Philip Hart

Marc Specht

David Bauer

Bryce B.

Andrew Bellak

Abegael Fleming

Scott Elisha

Branden Randall

Anna Marie Grosso

Bud Sturmak

Rafia Hasan Cfa

Description

People (46)

Philip Hart

Jonathan Hoy

Susan Bain Bellak

Mark Edwards

Rafia Hasan Cfa

Scott Yi

Christina Amor

Noah Peregrino

Tinisha Pierce

Brad Bell

Jake Sierka

Jessica Elliott

Kenneth Ballin

Sarah George

Annette Wilson

Branden Randall

Brian Stone

Lisa Keim

Susanna Pinto

Julie Liu

Jeremy Paul

Chris Baker

Bryce B.

David Bauer

Brad Resnick

Thomas Tolleson

Jonathan Masse

Eric Linser

Kathy O'Rourke Armstrong

Steven Bernknopf

Scott Elisha

Marc Specht

Jay Liang

Kathy Armstrong

Brenda Caldwell

Rachel F. Elson

Mary Ballin

Bill Rackley

Willis Dobbs

Edgar Salinas

Alexandra Quitko Baranski

Gregory Wendt

Tyler Brooks

Dev Gupta

Andrew Bellak

Debby Dunham

Jobs