Perigon

Independent Wealth Management

Perigon: A mathematical term referring to an angle of 360 degrees

"We work directly for our clients.  We are independent and directly accountable.  We offer and deliver stability and continuity to an industry that is fragmented, dysfunctional and often more focused on corporate shareholder value rather than client value."


Philip A. Hart, President & CIO

Perigon provides comprehensive Investment & Wealth Management Services

  • We are your comprehensive Financial Concierge
  • Investment Advice with One to One Customization
  • Sophisticated Wealth & Tax Planning
  • Cost-effective & Fully Compliant Retirement Plans
  • 401(k) Solutions