Ever wondered how the way choices are presented influences your investment decisions? Our colleague, Sheila Little, delves into this in her latest article, "It's All About the Context: How Framing Impacts Our Investment Choices." She shares a personal story about a fundraiser that cleverly used suggested donation amounts to guide contributions, illustrating how framing can shape our financial choices.Understanding these biases is crucial for making informed investment decisions. Dive into Sheila's insights and learn how to recognize and counteract framing effects in your financial journey. https://lnkd.in/graqx3sJ
关于我们
Founded, owned and led by lifelong financial advisors, Perigon Wealth Management, LLC is an independent RIA firm that provides clients with peace of mind by identifying and implementing clear and customized plans to achieve the financial objectives necessary to realize their life goals. Additionally, Perigon Wealth Management offers financial advisors who join its platform a robust and flexible program that accommodates the widest possible array of affiliation structures and business models. With over $7.75 billion as of March 31, 2024 in client assets, Perigon Wealth Management is passionate about accelerating the business growth of its financial advisors and simplifying their operations, without sacrificing their independence. For more information, please visit https://perigonwealth.com/. Information provided is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by Perigon Wealth Management's ("Perigon") advisory persons after entering into an advisory agreement and providing Perigon with all requested background and account information. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. All investments include a risk of loss that clients should be prepared to bear. Perigon is a registered investment advisor. More information about the firm can be found it its Form ADV Part 2 which is available upon request by calling 415-430-4140 or by emailing [email protected].
- 网站
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www.perigonwealth.com
Perigon Wealth Management, LLC的外部链接
- 所属行业
- 投资管理
- 规模
- 51-200 人
- 总部
- San Francisco
- 类型
- 合营企业
- 创立
- 2004
- 领域
- Wealth Management、Investment Management、Risk Management、Financial Planning、Impact Investing、Family Office Management和Financial Technology
地点
Perigon Wealth Management, LLC员工
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Rachel F. Elson, CFP?
Financial advisor at Perigon Wealth | Board at So Percussion | Ex-journalist: MONEY, CBSMoneyWatch, more.
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Gregory Wendt, CFP
Impact Investing and Regenerative Economic Development Innovation, Sustainable Wealth Management and Strategy
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Eric Jardine
Financial Advisor and Business Operations Manager
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Doug Wheat
动态
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Great teams don’t just happen—they’re built through collaboration, trust, and a shared vision. This week, our management team at Perigon Wealth Management came together for an offsite to strengthen our communication and learn how to work more effectively as a team. By investing in our people, we’re building a stronger foundation to better serve our clients and grow together. Thanks for being great hosts, Lisa Crafford Constellation Wealth Capital #Teamwork #Leadership #WeArePerigon
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Great to have members of the Perigon team at the Barron's Advisory Summit in #Orlando —connecting with industry leaders, exchanging ideas, and shaping the future of wealth management. Always striving to elevate the client experience and stay ahead in an evolving landscape. #WeArePerigon #BarronsSummit
It was great to catch up with industry friends and see my colleague Rachel F. Elson, CFP? speak at the @Barron’s Advisor Independent Summit in Orlando. A big thank you to Barron’s for hosting another outstanding conference.
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At Perigon Wealth Management, we focus on creating scalable, personalized solutions that drive long-term success – regardless of market fluctuations. In a recent?Wealth Solutions Report?piece, our Head of Advisor Success & Integration,?Maria Daley, CFP?, shared valuable insights on navigating both organic and inorganic growth in today’s dynamic market. Maria emphasizes that organic growth starts with a clear value proposition and is fueled by strong referral networks, niche specialization and a robust digital presence – incorporating personalized planning and cutting-edge technology to deliver a client experience. A strategy that drives sustainable inflows – even during market fluctuations. Thanks Wealth Solutions Report !
For the latest on the evolving landscape of organic and inorganic growth in wealth management, we spoke with: ? Neil Turner of NewEdge Advisors ? Maria Daley, CFP? of Perigon Wealth Management, LLC ? Jeff Nash of Bridgemark Strategies ? David Reynolds of Berkshire Global Advisors ? Angie Herbers of Herbers & Company. https://lnkd.in/eGFywwcw #WealthSolutionsReport #Mergers #WealthManagement #FinancialAdvisors
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Congratulations to Jeremy Paul for being named to Barron's Top Advisors of 2025! This recognition reflects not only his dedication to clients but also the culture of excellence we’re building at Perigon Wealth Management. We take pride in empowering our advisors to deliver top-tier financial guidance, and it’s an honor to see their hard work recognized at the highest levels. Here’s to continued growth and success—both for our advisors and the clients we serve! #BarronsTopAdvisors #WeArePerigon #FinancialExcellence
Top-Ranked Barrons and Forbes Wealth Advisor | President and Partner at Perigon Wealth Management, LLC
Honored to be recognized on Barron’s Top Advisors of 2025! This achievement is a reflection of the incredible clients I have the privilege to serve and the outstanding team at?Perigon Wealth Management, LLC?that makes our work possible. My team and I are incredibly proud to be named the #1 Independent RIA advisor in Florida. The real reward is seeing our clients thrive, and I couldn’t be more excited for the opportunities ahead as we continue to grow, innovate, and elevate the wealth management experience. Thank you to my clients, colleagues, and Barron’s for this recognition! #BarronsTopAdvisor #PerigonWealth Alexandra Quitko Baranski, CPA Rob Hardwick, CFP? Bud Sturmak, CFP?
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Perigon Wealth Management, LLC转发了
FORBES Best-In-State Wealth Advisor*, Partner & Head of Sports & Entertainment at Perigon Wealth Management
Great weekend at the National Football League (NFL) Combine with Premier Sports Network and Withum! Met some great people and had a chance to reconnect with old friends. Perigon Wealth Management, LLC
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We are thrilled to announce that our colleague,?VICTOR HICKS II, CFP?, AIF?, Wealth Advisor and Managing Director at Perigon Wealth Management, has been honored as the Black Financial Advisor of the Year by Wealth Solutions Report https://lnkd.in/gWDrZSrX Victor's dedication to excellence and commitment to advancing diversity within the wealth management industry have been exemplary. His leadership continues to inspire both our team and the broader community. Please join us in congratulating?Victor?on this well-deserved recognition!
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Perigon Wealth Management, LLC转发了
Financial advisor at Perigon Wealth | Board at So Percussion | Ex-journalist: MONEY, CBSMoneyWatch, more.
If you're a friend, colleague or client, you've probably heard me rave about our young talent bench and in-house training. I recently was asked to write up Perigon Wealth Management, LLC best practices to share with colleagues in the profession. (Thanks, Suzanne Siracuse!) We are very fortunate and grateful to have such a great team ...
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CIOs are no longer just investment strategists—they are key connectors between advisors, clients, and the ever-changing market landscape. In?Wealth Solutions Report, our #CIO?Rafia Hasan, CFA, CFP??highlights how today’s CIO must go beyond portfolio management,?cutting through the noise to provide clarity, education, and strategic guidance. She emphasizes the need for?clear communication, the ability to?navigate complex investment landscapes, and the responsibility to?prepare clients—especially younger investors—for market volatility. Read more: https://lnkd.in/g4j7TjyX #PerigonWealth #InvestmentLeadership #WealthManagement #CIOInsights
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Congratulations to Alexandra Quitko Baranski, CPA for being recognized by Forbes | SHOOK Research as one of the Best-in-State Top Women Wealth Advisors in 2025. We are proud of her accomplishments and are thrilled to see her ranked among an impressive list of women financial advisors. See the full list at?https://lnkd.in/gbJByMqX . #Perigon #WealthManagement #FinancialAdvisors #Forbes
Forbes | SHOOK Top Women Wealth Advisors Ranking - NOW LIVE! #ForbesSHOOKTopWomen https://lnkd.in/edP674bf #forbes #shookresearch #wealthmanagement #investmentadvisor #financialadvisor #ForbesTopAdvisor #ForbesSHOOKTopAdvisor