Wilmington, DE 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
5806 Kennett Pike
Wilmington DE 19807
Advisors at this office
3
Advisors at this office
Clay K
Series 66
Centerville, DE
Perigon Wealth Management, LLC
Clay Kinnard is a financial advisor with Perigon Wealth Management, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Greenville Financial Group, Sagepoint Financial, and Securian Financial Services. 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 builds portfolios tailored to client objectives and risk tolerance, regularly monitoring accounts and often delegating investment management to independent managers or turnkey asset management programs.
Richard T
CFP®, ChFC®, Series 63, Series 65
Wilmington, DE
Perigon Wealth Management, LLC
Richard Thomas is a CFP® and ChFC® with 31 years of industry experience. He is affiliated with Perigon Wealth Management, LLC and Purshe Kaplan Sterling Investments, Inc., serving as an investment advisor representative and registered representative since 2022. Prior to this, he held roles at Sagepoint Financial, First Allied Advisory Services, First Allied Securities, and Greenville Financial Group. Outside of his advisory work, Thomas serves as Treasurer for the Concord Soccer Association, a nonprofit focused on youth development through soccer. 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 clients’ objectives and risk tolerance, often utilizing sub-advisors or turnkey asset management programs while maintaining oversight and conducting regular reviews.
John T
ChFC®, Series 63, Series 65
Wilmington, DE
Perigon Wealth Management, LLC
John Taylor is a ChFC® credentialed financial advisor with 36 years of industry experience. He is currently with Perigon Wealth Management, LLC and has previously worked at Greenville Financial Group, SagePoint Financial, and First Allied Advisory Services. Outside of his advisory role, he holds a 25% ownership interest in Deer Park Picnic, LLC, an entity unrelated to investment activities. Perigon Wealth Management provides customized wealth management and investment advisory services to individuals, trusts, businesses, charitable organizations, and banking 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 due diligence.
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