A complete list of active advisors currently associated with Perigon Wealth Management, LLC
Warmer can help you find a great advisor at Perigon Wealth Management, LLC or one who fits your needs even better.
Perigon Wealth Management provides customized investment advisory and wealth management services to a broad client base that includes individuals, high‑net‑worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm offers discretionary portfolio management, oversight of unaffiliated sub‑advisors and TAMPs, and administration of client accounts within a wrap‑fee program. Perigon’s process centers on individualized portfolio construction based on each client’s goals, time horizon, and risk tolerance, with regular monitoring and formal reviews at least annually. As sponsor and portfolio manager of its wrap program, Perigon bundles Covered Costs—such as securities transaction costs for certain mutual funds, custody and commission fees, redemption and trade‑away fees—and conducts due diligence and ongoing oversight of Independent Managers and TAMP relationships; the firm also accepts proxy‑voting responsibility and uses Broadridge for vote administration. What distinguishes Perigon among large enterprise advisors is its explicit servicing of banking and thrift institutions, a client type that is relatively uncommon for peers, and its role as both sponsor and ongoing overseer of wrap and sub‑advisor arrangements. The firm maintains institutional relationships with multiple custodians and platform providers (including Schwab, Fidelity, LPL, Pershing, and SPTC) and discloses the receipt of platform services and potential conflicts those arrangements can create.
To learn more about the advisors currently working at Perigon Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Perigon Wealth Management, LLC's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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