South Nyack, NY Office

Team
Updated today

Client AUM

$9,267,387,645

Clients

5,421

Advisors

2

Of 93 advisors across 43 offices

Location

101 South Broadway

South Nyack NY 10960

Advisors at this office

2

Advisors at this office

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Daniel G

CFP®, Series 63

South Nyack, NY

Perigon Wealth Management, LLC

Daniel Gwizdak is a CFP® with 18 years of experience in the financial services industry. He is currently with Perigon Wealth Management, LLC and has previously worked at Creative Financial Planning, Inc. and Commonwealth Financial Network. 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 employs a client-focused approach, developing portfolios based on individual objectives and risk tolerance, and utilizes independent managers or turnkey asset management programs when appropriate.

Wealth management
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Stephanie H

CFP®, ChFC®, Series 63, Series 66

South Nyack, NY

Perigon Wealth Management, LLC

Stephanie Hayes is a CFP® and ChFC® with 42 years of experience in the financial services industry. She has worked at Perigon Wealth Management, LLC since 2024 and previously spent over 16 years with Commonwealth Financial Network and three decades at Creative Financial Planning, Inc. Outside of advisory work, she is also an insurance agent. 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 management to independent managers while maintaining oversight and formal annual reviews.

Wealth management
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