Perigon Wealth Management, LLC

Perigon Wealth Management, LLC Perigon Wealth Management LLC is an independent RIA firm founded, owned and led by lifelong advisors.

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 pr

ogram that accommodates the widest possible array of affiliation structures and business models. With over $4 billion 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.

Perigon is proud to welcome Stakeholders Capital and Cognizant Wealth Advisors to the team!
04/03/2023

Perigon is proud to welcome Stakeholders Capital and Cognizant Wealth Advisors to the team!

Perigon Wealth Management LLC ("Perigon" or "the firm") — a rapidly growing independent wealth management firm with offices across the country and approximately $4.8 billion in client assets as of Feb. 28, 2023 — today announced it has acquired Stakeholders Capital with $145 million in assets un...

Not sure if a ROTH is right for you? Wealth Advisor Thomas Manetta, MSFA looks at changes in life and how they may help ...
03/11/2023

Not sure if a ROTH is right for you? Wealth Advisor Thomas Manetta, MSFA looks at changes in life and how they may help you to find the right solution.

No matter where you are in your life’s journey, it is never too late to start planning for retirement. Even the smallest decisions you make today can have the biggest impact on your future.

Perigon Wealth Advisor, Thomas Manetta, helps to unpack the details on IRS form 1099.
03/01/2023

Perigon Wealth Advisor, Thomas Manetta, helps to unpack the details on IRS form 1099.

It’s tax season…again, and many people are starting to get or have already received their W-2 wage statements from their employers and are gearing up for filing their tax returns.

Beth Bosworth, Perigon's Head of Financial Planning, provides what you need to know from Secure Act 2.0
02/21/2023

Beth Bosworth, Perigon's Head of Financial Planning, provides what you need to know from Secure Act 2.0

This overview is intended to be high-level and cover some of the themes, and a few key details, to help in your understanding of the SECURE Act 2.0.

Address

201 Mission Street, #1825
San Francisco, CA
94105

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18779772555

Website

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