Perigon Wealth Management, LLC

Perigon is honored to be part of Newsweek's Top Financial Advisory Firms 2025. We received the top rating of five stars and our AUM compound annual growth rate of 50% to 60% was the among the highest of firms similar in size. "I'm proud of the hard work and dedication Perigon's team and advisors continue to demonstrate as we provide best-in-class services to our clients," said Perigon CEO Arthur Ambarik, CFP?. "This is well-deserved recognition for their efforts." Newsweek partnered with Plant-A Insights Group to recognize the top?Registered Investment Advisors (RIAs)?with more than $20 million in assets under management. More than 15,000 SEC-registered firms were evaluated based on asset performance, client performance, advisor expertise, service offerings and absence of conflicts. See the list at?https://lnkd.in/gUwUVAY4 #independentrias #topwealthmanagers #topfinancialadvisory

Congratulations to all of our clients and friends that received 2025 GRAMMY Nominations. Well deserved recognition for your entire team! We will be pulling for you on February 25th and honored to be a member of your incredible team. Perigon Wealth Management, LLC Grammy Awards

Looking to further understand the market reaction to the election results and how it might respond to the incoming administration? Perigon's?CIO?Rafia Hasan, CFA, CFP??shares her insights on these very topics. Read more. https://lnkd.in/gtRw7Tsx #independentrias #marketwatch #election2024 #wealthmanagement #financialoutlook

Some exciting news to share as we close out the week... Perigon rises from #56 to #42 on San Francisco Business Times ranking of 100 fastest-growing private companies. Perigon is honored to be recognized for a 2nd consecutive?year and to?be recognized among many successful Bay Area businesses. Read more. https://lnkd.in/gjNq8m8C #independentrias #wealthmanager #financialplanning #wealthadvisor #financialadvisor

Perigon is proud to be a founding member of the Net Positive Consortium, which has a mission of sharing best practices on "net positive" strategies including financial literacy, impact investing and charitable giving. We're excited to join Mariner Wealth Advisors, Halbert Hargrove, Modera Wealth Management, Wealthspire Advisors, Andrew Hill Investment Advisors, Brighton Jones, Cornerstone Wealth Group, Crestwood Advisors, Sentinel Group, GYI Financial Strategies, Wescott Financial Advisory Group, AdvoKate IQ and Bento Engine in this initiative inspired by the book "Net Positive: How Courageous Companies Thrive By Giving More Than They Take." Learn more in Patrick Donachie's report for?WealthManagement.com:? https://lnkd.in/g8EASQ3W. #netpositive #independentrias #wealthmanagers #financialliteracy

For the employers out there, Perigon advisor VICTOR HICKS II, CFP?, AIF? gives you key elements in conducting a year-end retirement plan review. A reminder, you will have data and trends that you should dig into and understand as these can provide insights that can help your plan be efficient and compliant. To set your plan up for success, it’s important to take the time and make the most of this analysis. More tips here! https://lnkd.in/g_Mgcy6E #independentrias #smallbusinessbenefits #employer401Ks #financialplanning

With Fidelity's recent data breach, Perigon advisor Andrea M. Hamilton, CFP? shares her suggested steps on how one can help to safeguard against credit fraud and identity theft. Read more: https://lnkd.in/gaDax6Qz #femalefinancialadvisor #independentrias #wealthmanagement #wealthadvisor #femalewealthadvisor #identitysecurity

How do you create a path toward wealth - however you define it? You should know your needs, identify your goals, and build a roadmap. Judy Lagrou, thanks so much for including me in the conversation!

With growth comes the opportunity to bring new talent to the team! Perigon is excited to welcome?David Scarpello,?Debby Dunham, Brian McGunnigle, Kymberli Thomas,?Matthew DeNicola and?Samantha Sharf who has joined us as an intern. https://lnkd.in/gaxbD9Gb

For the 3rd year in a row, Perigon has been named to the Forbes|SHOOK Research Top RIA Firm ranking moving up from #85 to #71. We are honored to make this list again and would like to take a moment and acknowledge the entire Perigon team and their collected efforts over this past year to keep us moving up in the rankings! https://lnkd.in/gyRbJuW8 #independentrias #wealthmanagement #financialplanning #toprias #wealthadvisor #topwealthadvisors