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A Game Plan To Protect Players Selected In NFL Draft

By Marc Specht – April 23, 2024 Over the next few weeks, 224 people will start a very high-paying job. Due to the risks and competition inherent in this industry, a vast majority will be employed in this field for just a few years. All of them are young men, most with no previous work […]

Perigon Wealth CIO Rafia Hasan Featured Speaker Spring 2024

Perigon Wealth Management Chief Investment Officer Rafia Hasan Featured Speaker at Wealth Management Conferences Hasan to Deliver Keynote, Panel Discussions for CityWire, Institutional Investor, Markets Group and ALTSCHI Forum events SAN FRANCISCO, April 3, 2024 Perigon Wealth Management LLC (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and approximately $6.9 […]

Barron’s Names Jeremy Paul #35 For The State of Florida In Their 2024 Advisor Ranking

2024 Top Advisor Rankings by State Barron’s published its first advisor ranking in 2004 to shine a spotlight on the nation’s best wealth managers and raise standards in the industry. The rankings are based on data provided by around 6,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue […]

Global Market Commentary February 2024

Global stocks soared 4.29% in February to bring 2024 returns to 4.90% YTD. The MSCI All Country World Index closed the month at an all-time high. In the US, the large cap S&P 500 index also popped 5.17% in February to a record close, with gains in 16 of the last 18 weeks – a […]

Perigon Wealth Management Welcomes Two Advisor Firms with Combined $375 Million in AUM

Blue Water Capital Management LLC and Lumin Financial LLC Further Expansion into New York and Michigan SAN FRANCISCO, March. 5, 2024 Perigon Wealth Management LLC (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and approximately $6.9 billion as of Jan, 31, 2024,1 in client assets, today announced it has acquired […]

Perigon Welcomes Prudeo Partners

Perigon Wealth Management welcomes $425 Million Pennsylvania & South Carolina-based Prudeo Partners SAN FRANCISCO, Feb. 13, 2024 “Prudeo’s practice is built upon delivering a client-centric, goal-oriented financial plan and that is a perfect fit for the culture we continue to build at Perigon,” “We are thrilled to work closely with the team as they drive […]

Global Market Commentary January 2024

Global stocks gained 0.59% in January, after an impressive run up of 22.2% last year. The US large cap S&P 500 index rose 1.59% in January, posting six new closing highs, after jumping 24.23% last year. The US economy continued to demonstrate strength, with 2023’s fourth-quarter GDP increasing at a 3.3% annualized rate, well above […]

PSN Names Perigon Official U.S. Wealth Management Partner

Partnership Provides Network Members Access to Dedicated Perigon Advisors SAN FRANCISCO, JAN. 29, 2024 Premier Sports Network (PSN), the leading private network for the global sports industry, connecting key stakeholders and suppliers across the world of professional sports to improve the performance of those working behind the scenes and drive the development of the professional […]

Invitation – Actionable Ideas for Living Your Values

Join Perigon for a Women’s Conversation Circle on Life, Money and Values By Mary Ballin, Rachel Elson, Sarah George, and Andrea Hamilton How do your values influence your daily life? We all face hundreds of choices each day — from the products we buy to the causes we support and the lifestyles we live. And […]