Perigon Wealth Management is an independent, employee owned, fee-only Registered Investment Advisor regulated by the Security Exchange Commission.  Perigon provides high-net-worth individuals, non-profit organizations, institutions, and retirement funds with a full spectrum of investment and wealth advisory services.

We protect and grow our client’s assets.  Perigon’s solutions are unbiased, tax-efficient, and highly customized.  Our investment process is disciplined and focused on building high quality, well diversified portfolios.  We strive for the best customer service and are committed to maintaining a low employee to client ratio.  Perigon’s employee-client ratio is 1 to 4 versus the industry average of 1 to 100.  With more time devoted to our clients, we offer individually tailored financial solutions with superior execution.

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