James Weikart is a financial advisor with Perigon Wealth Management, LLC in Asheville, NC, holding Series 63 and Series 66 credentials and 25 years of industry experience. His career includes roles at Prager Metis Wealth Management, LPL Financial, and Private Advisor Group. Outside of advisory work, he is an author and freelance fiction writer and also prepares tax returns as a tax preparer and enrolled agent. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, and banking institutions. The firm offers discretionary portfolio management and oversight of sub-advisors with a focus on individualized portfolio construction and ongoing monitoring.

Elizabeth Bosworth is a CFP® professional with 14 years of experience in the financial advisory industry. She has worked at Perigon Wealth Management, LLC since 2021 and spent seven years at Lakeview Capital Partners, LLC prior to that. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction aligned with client goals and risk tolerance, and serves as sponsor and overseer of wrap-fee programs and sub-advisor relationships.