Contact Us

Who manages your portfolio

Backed by a team of experts
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Alexandra Quitko Baranski, CPA

Wealth Advisor

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Chuck Pinson-Rose, CFA®

Managing Director Finance & Investments

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Scott Yi, CFA®

Head of Alternative Investments

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Bud Sturmak, CFP®

Head of Impact Investing | Partner

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Jonathan Masse, CFA®

Sr. Investment Strategist | Wealth Advisor

Who we work with

Moments that bring clients to us
01

Approaching a planned exit. 

The deal isn’t imminent but your planning window is open.

02

Navigating an unexpected opportunity. You have a number in front of you and not enough clarity on what it means for your financial life.

03

Business already sold. Now the decisions about what to do next are more complex than expected.

04

Building toward an eventual exit. You’re not selling tomorrow but you’re running the business with an eye toward what it could be worth.

What a financial planner should answer for you

Where to focus when building wealth

Everything we do is centered around establishing a plan to help you reach your goals. We love our role as fiduciary wealth advisors, and we make it easy to work with us.

Where do I actually stand?

Get a real picture of your net worth, cash flow, and where you’re headed.

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What should I do differently?

Learn what you can do based on your situation, your income, and your priorities right now.

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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Curabitur condimentum orci in arcu semper, sed pharetra sem faucibus. 

In laoreet sapien ac felis accumsan mattis. Nullam finibus neque lobortis ligula tincidunt commodo. Phasellus volutpat velit vitae ipsum tempor ullamcorper. Ut est tortor, semper nec maximus vitae, tempor dignissim risus. In egestas tincidunt sagittis. Integer porttitor ullamcorper dignissim. Donec ut leo et elit posuere pellentesque a pharetra nisi. Lorem ipsum dolor sit amet, consectetur adipiscing elit. 

Praesent vel augue scelerisque, mattis lacus a, tempus est. Quisque rutrum diam at mollis facilisis.

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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Curabitur condimentum orci in arcu semper, sed pharetra sem faucibus. 

In laoreet sapien ac felis accumsan mattis. Nullam finibus neque lobortis ligula tincidunt commodo. Phasellus volutpat velit vitae ipsum tempor ullamcorper. Ut est tortor, semper nec maximus vitae, tempor dignissim risus. In egestas tincidunt sagittis. Integer porttitor ullamcorper dignissim. Donec ut leo et elit posuere pellentesque a pharetra nisi. Lorem ipsum dolor sit amet, consectetur adipiscing elit. 

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What a financial planner should answer for you

Where to focus when building wealth

Connect with an advisor

Where do I actually stand?​

Get a real picture of your net worth, cash flow, and where you’re headed.

What a financial planner should answer for you

Where to focus when building wealth

Connect with an advisor

Where do I actually stand?​

Get a real picture of your net worth, cash flow, and where you’re headed.

What a financial planner should answer for you

Where to focus when building wealth
Where do I actually stand?

Get a real picture of your net worth, cash flow, and where you’re headed.

Am I saving in the right places?

The right amount matters where it goes and whether what you’re doing now is tax-efficient.

What should I do differently?

Learn what you can do based on your situation, your income, and your priorities right now.

How do I handle a big decision?

Know what you’re walking into before you commit.

When is financial independence realistic?

Estate documents, beneficiaries, and insurance reflecting your life as it is now.

Design

Create a comprehensive strategy to help you achieve both your short- and long-term financial goals.

Financial Planning

Financial success starts with a plan

Our financial planners take a comprehensive view of your situation — where you are today and where you want to go. They design a personalized financial plan to help you reach your goals. By leveraging research, data, specialized expertise, and advanced planning tools, they help turn your financial objectives into a clear and actionable strategy.

What is Financial Planning?

Financial planning is the process of creating a comprehensive strategy to help you achieve both your short- and long-term financial goals.

This approach considers your current financial situation, earning potential, and possible changes in your circumstances over time. As your goals evolve, your financial plan can be adjusted to remain aligned with your priorities and life changes.

Financial planning services are generally suited for individuals or families

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Investment philosophy

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Financial Planning

What is Financial Planning?

Financial planning is the process of creating a comprehensive strategy to help you achieve both your short- and long-term financial goals.

This approach considers your current financial situation, earning potential, and possible changes in your circumstances over time. As your goals evolve, your financial plan can be adjusted to remain aligned with your priorities and life changes.

Financial planning services are generally suited for individuals or families

sm_AdobeStock_345656874
sm_AdobeStock_345656874

Financial Planning

What is Financial Planning?

Financial planning is the process of creating a comprehensive strategy to help you achieve both your short- and long-term financial goals.

This approach considers your current financial situation, earning potential, and possible changes in your circumstances over time. As your goals evolve, your financial plan can be adjusted to remain aligned with your priorities and life changes.

Financial planning services are generally suited for individuals or families

READY?

Let’s Start Working Together

Everything we do is centered around establishing a plan to help you reach your goals. We love our role as fiduciary wealth advisors, and we make it easy to work with us.

Contact us

Lorem ipsum dolor sit amet

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Curabitur condimentum orci in arcu semper, sed pharetra sem faucibus. 

In laoreet sapien ac felis accumsan mattis. Nullam finibus neque lobortis ligula tincidunt commodo. 

Phasellus volutpat velit vitae ipsum tempor ullamcorper. Ut est tortor, semper nec maximus vitae, tempor dignissim risus. In egestas tincidunt sagittis. Integer porttitor ullamcorper dignissim. 

Donec ut leo et elit posuere pellentesque a pharetra nisi. Lorem ipsum dolor sit amet, consectetur adipiscing elit.

 Praesent vel augue scelerisque, mattis lacus a, tempus est. Quisque rutrum diam at mollis facilisis.

Lorem ipsum dolor sit amet

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Curabitur condimentum orci in arcu semper, sed pharetra sem faucibus. In laoreet sapien ac felis accumsan mattis. Nullam finibus neque lobortis ligula tincidunt commodo. Phasellus volutpat velit vitae ipsum tempor ullamcorper. Ut est tortor, semper nec maximus vitae, tempor dignissim risus. In egestas tincidunt sagittis. Integer porttitor ullamcorper dignissim. Donec ut leo et elit posuere pellentesque a pharetra nisi. 

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent vel augue scelerisque, mattis lacus a, tempus est. Quisque rutrum diam at mollis facilisis.

  • Lorem ipsum dolor sit amet
  • In laoreet sapien ac felis
  • In egestas tincidunt sagittis
  • Integer porttitor ullamcorper dignissim.

Lorem ipsum dolor sit amet

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Curabitur condimentum orci in arcu semper, sed pharetra sem faucibus. 

In laoreet sapien ac felis accumsan mattis. Nullam finibus neque lobortis ligula tincidunt commodo. Phasellus volutpat velit vitae ipsum tempor ullamcorper. Ut est tortor, semper nec maximus vitae, tempor dignissim risus. In egestas tincidunt sagittis. Integer porttitor ullamcorper dignissim. Donec ut leo et elit posuere pellentesque a pharetra nisi. Lorem ipsum dolor sit amet, consectetur adipiscing elit. 

Praesent vel augue scelerisque, mattis lacus a, tempus est. Quisque rutrum diam at mollis facilisis.

About Us

Perigon Wealth Management is an independent firm built by advisors to put clients first—offering the scale of a national firm with the personal care of a true partner.
Fiduciary first - built by advisors

Created to serve people, not products.

Independent firm

With a personal approach

Deep relationships

Working side by side across generations and life stages