Atlanta, GA Office

Team
Updated today
Perigon Wealth Management, LLC logo

Perigon Wealth Management, LLC

Multi-team

Firm-wide stats for Perigon Wealth Management, LLC

Total advisors

94

Across 42 offices

Clients per advisor

58 Typical

Avg AUM per client

$1,709,535 Very High

HNW client ratio

30% High

About

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.

Based on Perigon Wealth Management, LLC

Expertise

Wealth management

Based on Perigon Wealth Management, LLC

Location

1776 Peachtree Street NW, Suite 620 S

Atlanta GA 30309

Advisors at this office

3

Advisors at this office

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Willis D

CFA®, Series 66

Atlanta, GA

Perigon Wealth Management, LLC

Willis Dobbs is a CFA® charterholder and holds a Series 66 license, with 15 years of industry experience. He has worked at Perigon Wealth Management, LLC since 2021 and previously held positions at Lakeview Capital Partners, LLC, Alston Capital Advisors, LLC, and Willis Dobbs & Co, Inc. In addition to his advisory work, he is an independent insurance agent specializing in accident, sickness, and life insurance. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often employing independent managers or turnkey asset management programs while maintaining oversight and due diligence.

Wealth management
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Thomas T

CFP®, Series 63, Series 65

Atlanta, GA

Perigon Wealth Management, LLC

Thomas Tolleson Jr. is a CFP® professional with 38 years of industry experience, currently serving as an advisor at Perigon Wealth Management, LLC and Purshe Kaplan Sterling Investments. His prior roles include positions at Catalyst Wealth Management, Kalos Capital, and The Strategic Financial Alliance. Outside of his advisory work, he serves as Finance Chair on the Board of Directors for Langham Partnership USA, a nonprofit ministry supporting religious leaders globally, and is a board member of the C.S. Lewis Institute Atlanta. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, businesses, charitable organizations, and banking institutions. The firm employs a client-focused approach, tailoring portfolios to individual objectives and risk tolerance, and often delegates investment management to independent managers while maintaining oversight and proxy-voting responsibilities.

Wealth management
user avatar

Christopher S

Series 63, Series 65

Atlanta, GA

Perigon Wealth Management, LLC

Christopher Spires is a financial advisor with Perigon Wealth Management, LLC in Atlanta, GA, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior roles include positions at Lakeview Capital Partners, Sterne Agee Financial Services, and Lakeview Capital Management. He is also dually registered with Purshe Kaplan Sterling Investments, Inc. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often utilizing sub-advisors or turnkey asset management programs, and maintains institutional relationships with multiple custodial platforms.

Wealth management
View complete list of advisors at this office
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