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 meaningful growth for their practice by delivering for their clients.”
“As we considered the best path to fuel our growth, we found a perfect partner in Art and the Perigon team. From their dedication to customized financial planning to flexible affiliation options and access to a wide range of investment and technology solutions, we knew early in our discussion that Perigon would provide our team, and importantly our clients, with what we needed for the next phase of our growth.”
“The strong and well-defined culture at Perigon that puts advisors in charge of decisions throughout the business gives us the confidence that our decisions regarding how we deliver services that enable each of our clients to reach their unique financial goals will be respected.”
[1] Learn more about RIA Channel’s 2022 Top 50 Wealth Managers at https://www.riachannel.com/2022-top-50-wealth-managers-by-growth-methodology/ and about Forbes” Top RIA ranking methodology at https://www.forbes.com/sites/rjshook/2022/10/25/methodology-americas-top-ria-firms-2022/?sh=4058511e17d9.
[2]Perigon provides investment advisory and related services for clients nationally; Perigon will maintain all applicable registrations and licenses as required by the various states in which it conducts business. For more information, please visit www.perigonwealth.com or the Security and Exchange Commission’s (“SEC’s”) website at www.adviserinfo.sec.gov and search with Perigon’s CRD# 131037.