Perigon Repeats Newsweek Top Financial Advisory Firm Recognition
Perigon Wealth Management Repeats Newsweek Top Financial Advisory Firm Recognition Firm Retains Five-Star Rating Perigon Wealth Management, LLC (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and approximately $10.2 billion in client assets as of Sept. 30, 2025(1), announced it was again named to the America’s Top Financial Advisory Firms 2026 list compiled […]
Global Market Commentary November 2025
Global Market Commentary at a Glance MSCI ACWI all time high at +21.07% YTD S&P 500 gain of +0.13% Nasdaq saw the fall of the tech sector -4.76% MTD 10-year Treasury yield closed at 4.01% European markets now sit at an impressive 30.32% YTD Japanese stocks slipped 0.71% Silver hit an all-time high at $56.50/oz […]
Perigon Wealth Management Advisor Danny McAuliffe Recognized As Rising Star
NextGen Leader Recognized by Industry Media as Exceptional Wealth Managers Under 40 SAN FRANCISCO, OCT. 24, 2025 Perigon Wealth Management, LLC (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and approximately $9.3 billion in client assets as of Aug. 15, 2025[1], announced Danny McAuliffe was named as one of America’s Best Wealth Managers […]
Perigon Makes Its Debut on the 2025 Barron’s Top 100 RIA List
We’re honored to share that Perigon Wealth Management has been recognized by Barron’s as one of the Top 100 RIA Firms for 2025, debuting at No. 86 on the list. This recognition reflects what we’ve always believed: that growth doesn’t just mean getting bigger, it means getting better. Over the past year, our team has […]
Perigon Wealth Management President Jeremy Paul Among Barron’s Top Independent Advisors
SAN FRANCISCO, OCT. 16, 2025 “Jeremy has been at the forefront of wealth management for those in the entertainment and professional sports industries,” said Perigon CEO Arthur Ambarik. “His knowledge of the complex wealth management needs of these individuals and attention to detail have created a successful, growing sports and entertainment practice. We’re grateful he’s […]
Q4 2025 CIO Letter – Antifragile: When Volatility Strengthens Rather Than Weakens
This year in the stock market feels like a case study in Nassim Taleb’s concept of antifragility—the idea that some systems can not only withstand shocks but can actually benefit from them. 2025 has brought no shortage of disruptions thus far: sweeping tariff announcements, an evolving geopolitical order, and the ongoing technological revolution driven by […]
Global Market Commentary September 2025
Global Market Commentary at a Glance Global equities: +3.62% in September | +7.62% QTD | +18.44% YTD Dow Jones: Record high at 46,397.89 VIX: 16.28, up 5.99% for the month Fed: Cut rates by 25 bps on September 17 Gold: +16.83% QTD | +47.04% YTD | $3,886.54/oz. — new all-time high Bitcoin: +6.54% QTD | […]
Welcoming Gitterman Wealth Management to Perigon
We’re pleased to share that Gitterman Wealth Management and Gitterman Asset Management have joined Perigon Based in Edison, New Jersey, the Gitterman team manages $1.3 billion in assets for individual investors, families, small business owners, and higher-education professionals through retirement programs like the New Jersey ABP and PERS. Partners Jeffrey Gitterman and Eli Rauch will […]
Global Market Commentary August 2025
Global stocks continued their record-setting run, rallying 2.47% in August, notching their fifth winning month in a row. The MSCI All Country World Index’s (ACWI) touched a new all-time high on August 28th and is up 14.30% so far in 2025. There was a notable rotation into global small cap and value stocks, as the […]
Big Changes Ahead: How the One Big Beautiful Bill Act Could Affect Your Taxes
Doug Wheat, Wealth Advisor and Partner, Perigon Wealth Management Whatever name you give it, the One Big Beautiful Bill Act (OBBBA) will bring sweeping changes for nearly every American taxpayer. While some provisions will kick in as early as 2025, many of the most significant shifts are slated for 2026 and 2027—giving individuals and families […]