Perigon Wealth Management names Rafia Hasan as Chief Investment Officer
Rapidly Growing Independent Wealth Management Firm Enhances Investment Leadership and Offering to Support Expanding National Client Base SAN FRANCISCO, JULY 11, 2023 — Perigon Wealth Management (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and approximately $5.6 billion in client assets as of May 31, 2023, today announced the appointment […]
Global Market Commentary – June 2023
Global stocks rallied to finish the month up 5.81% and the quarter up 6.18%, and closing the first half of 2023 up 13.93%. It was the second-best start to a year since the inception of the MSCI All Country World Index (ACWI). Investors applauded robust economic data and cooler-than-expected inflation numbers coming in from most […]
Perigon Women’s Circle Roundup – How We Think About Cash
By Sarah George Are bank failures changing the way you keep cash on hand? For some people, the string of bank failures this spring raised new questions about bank stability, savings strategies and general approaches to cash management. At Perigon’s most recent women’s conversation circle, in June, a group of female clients, advisors and friends […]
Jeremy Paul Acknowledged by AdvisorHub’s 100 Advisors To Watch – Over $1B
100 Advisors To Watch (Over $1B) These fifty advisors have assembled efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth. By AdvisorHubhttps://www.advisorhub.com/resources/growing-through-adversity/*Jeremy Paul is #5 on this list
Global Market Commentary – May 2023
As the United States teetered on the possibility of defaulting on its sovereign debt during tense weeks in May, global equities slipped -1.07% in May bringing the MSCI All Country World Index (ACWI) return to 7.68% so far in 2023. As of month end, the House of Representatives had passed a bill to suspend the […]
Global Market Commentary – April 2023
Global Equities gained 1.44% in April to bring their YTD returns to 8.85%. In the U.S., markets were mixed. The Dow Jones Industrial Average posted its best month since January, climbing 2.48%. The small cap stock Russell 2000 index, fell 1.86% in April after a dismal earnings report from First Republic Bank renewed systemic concerns […]
USA TODAY and Statista recognize Perigon Wealth Management as one of the Best Financial Advisory Firms 2023
If you need help deciding what to do with your money in a volatile stock market and uncertain economy, the choices can be bewildering. Financial adviser. Investment adviser. Broker. Financial planner. Certified financial planner. An inaugural list of the Best Financial Advisory Firms of 2023, developed for USA TODAY by market research firm Statista, attempts […]
Global Market Commentary – March 2023
Global equities rose 3.08% in March and were up 7.31% for the quarter, despite much volatility sparked by the abrupt collapse in early March of Silicon Valley Bank and Signature Bank – respectively the second and third largest bank failures in US history—and subsequent weakness in the financial sector. The CBOE Volatility Index (VIX), the […]
Perigon Wealth Advisors Arthur Ambarik, Jeremy Paul and Marc Specht Are Named To Forbes Best-In-State Wealth Advisors List
Best-in-State List Wealth Advisors Perigon Wealth Advisors Arthur Ambarik, Jeremy Paul and Marc Specht Are Named To Forbes Best-In-State Wealth Advisors List. View the Forbes/Shook Best-in-State Wealth Advisors ranking for 2023
Perigon Wealth Management Acquires Stakeholders Capital, Facilitates Cognizant Wealth Advisors Affiliation Representing a Combined $245 Million AUM
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 under management (AUM). Additionally, the firm announced Sheetal Bagde […]