Boca Raton, FL Town Center Road Office
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Perigon Wealth Management, LLC
Multi-team
Firm-wide stats for Perigon Wealth Management, LLC
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
Location
5355 Town Center Road, Suite 204
Boca Raton FL 33486
Advisors at this office
3
Advisors at this office
Alexandra Q
Series 66
Boca Raton, FL
Perigon Wealth Management, LLC
Alexandra Quitko is a financial advisor at Perigon Wealth Management, LLC with nine years of industry experience. She holds the Series 66 designation and has worked at firms including J.P. Morgan Securities, Geller Advisors, Omnia Family Wealth, and Purshe Kaplan Sterling Investments. 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 delegating day-to-day investment management to independent managers while maintaining oversight.
Robert H
CFA®, Series 63, Series 65
Boca Raton, FL
Perigon Wealth Management, LLC
Robert Harrigan is a CFA® charterholder with 22 years of experience in the financial services industry. He currently serves as an advisor at Perigon Wealth Management, LLC and previously worked at UBS Financial Services for 11 years. Harrigan is also a licensed insurance agent involved in insurance sales and implementation. 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 offers tailored portfolios based on client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and accepting proxy-voting responsibility.
Evan H
Series 63, Series 66
Boca Raton, FL
Perigon Wealth Management, LLC
Evan Harrigan is a financial advisor at Perigon Wealth Management, LLC in Boca Raton, FL, with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at UBS Financial Services for 11 years. Harrigan is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation of related recommendations. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction with regular monitoring and formal reviews and serves as both sponsor and overseer of wrap and sub-advisor arrangements.
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