Perigon Wealth Management, LLC

Congratulations to Perigon Wealth Management Partners Bud Sturmak, CFP® and Marc Specht, CFP®, AIF®, SE-AWMA® for being recognized by InvestmentNews as Top Financial Professionals in 2024. It's the latest in a string of accolades for Perigon this year. The publication's Hot List "highlights the movers and shakers in the wealth management industry." “The work that Marc and Bud lead helps position Perigon within key markets for our continued growth," says Perigon CEO Arthur Ambarik, CFP®. "Their industry-leading work across these important verticals delivers meaningful value to a range of key client sectors. On behalf of the entire executive team, I thank Marc and Bud for their visionary leadership and commitment to our firm.” To see the full Hot List: https://lnkd.in/edSiRk9w Learn more about Perigon's awards at https://lnkd.in/g9Vg82rA #topadvisor #wealthmanager #independentria #bestinwealthmanagers #topimpactadvisor

The music industry reached a record-high revenue of $17.1 billion in 2023, according to the Recording Industry Association of America thanks to streaming services and social media. With private equity increasingly eyeing music catalogs, song rights have become a uniquely investible asset class, #Perigon President Jeremy Paul writes in Barron's. "The result is that the life’s work of a songwriter or producer has significant long-term value in the form of future royalties and returns. Within the streaming environment, evergreen favorites seem to have a nearly unlimited ability to deliver returns," he said. As such, songwriters and producers need to think of themselves as business owners. In addition, artists should consider engaging a #financialadvisor to help ensure the long-term value of their portfolios and develop meaningful ways to use their music rights to provide long-term financial security. Read Jeremy's insights at https://lnkd.in/eRiFD_9c. #WealthManagement #Investment #FinancialServices #Music #RIAA #Specializedwealthmanagement

Perigon Wealth Management is excited to have Robert Harrigan and Evan Harrigan of the Harrigan Group joining our Boca Raton office. Robert joins from UBS where he was a senior vice president. ‘We aim to bring aboard experienced advisors like Robert who will enhance the services Perigon provides and benefit from the technology, business development and personalized support we offer,’ Perigon chief executive Arthur Ambarik, CFP® said. Read CityWire's article at https://lnkd.in/gVb4jvhb. Learn more about the Harrigan team joining Perigon at https://lnkd.in/gjeGFx8r #independentrias #wealthmanagement #M&A #wealthmanagersinflorida

It's December which means it is time for lists that help us look back but also help us look forward. Perigon's Head of Financial Planning & Advisor Beth Bosworth, CFP® gives her comprehensive guide to year-end financial planning opportunities and a checklist to help us make smart moves before we close-out 2024. https://lnkd.in/eE3tYVNB #wealthmanagement #independentria #femalesinfinance #yearendplanning #smartmoneymoves

Arthur Ambarik, CFP® extended an invitation to our entire Perigon Wealth Management team to fly in from across the country to attend our annual off-site in beautiful Napa,CA. Given Perigon's rapid growth, we felt it was important to bring everyone together to connect, learn and set the stage for an exciting year ahead. With such a talented and driven team, 2025 is shaping up to be a year of continued prosperity and growth. Here’s to continuing to build on our shared vision and delivering excellence for our clients across the nation. #TeamPerigon #Collaboration #NapaValley #WealthManagement #Teamwork

Perigon is excited to welcome Jonathan Robbins as our General Counsel and Chief Compliance Officer and Michael Mignosi as our first Director of Organic Growth. “We strive to create a culture of partnership among our leadership team that serves our advisors' best interests,” said Perigon CEO Arthur Ambarik, CFP®. “We worked closely with our private-equity partner Constellation Wealth Capital to identify the right people with the experience and potential to continue growing with our team. It was critical to find people who share Perigon’s core values of accountability, authenticity and positivity. Jonathan and Michael embody these characteristics, and we’re thrilled to have them both on board.” Learn more at https://lnkd.in/grJ234kk. Check out the InvestmentNews article on Jonathan and Michael at https://lnkd.in/gS-6CrEr #independentria #wealthmanagement #wealthmanager

Perigon is honored to be part of Newsweek's Top Financial Advisory Firms 2025. We received the top rating of five stars and our AUM compound annual growth rate of 50% to 60% was the among the highest of firms similar in size. "I'm proud of the hard work and dedication Perigon's team and advisors continue to demonstrate as we provide best-in-class services to our clients," said Perigon CEO Arthur Ambarik, CFP®. "This is well-deserved recognition for their efforts." Newsweek partnered with Plant-A Insights Group to recognize the top Registered Investment Advisors (RIAs) with more than $20 million in assets under management. More than 15,000 SEC-registered firms were evaluated based on asset performance, client performance, advisor expertise, service offerings and absence of conflicts. See the list at https://lnkd.in/gUwUVAY4 #independentrias #topwealthmanagers #topfinancialadvisory

Congratulations to all of our clients and friends that received 2025 GRAMMY Nominations. Well deserved recognition for your entire team! We will be pulling for you on February 25th and honored to be a member of your incredible team. Perigon Wealth Management, LLC Grammy Awards

Looking to further understand the market reaction to the election results and how it might respond to the incoming administration? Perigon's CIO Rafia Hasan, CFA, CFP® shares her insights on these very topics. Read more. https://lnkd.in/gtRw7Tsx #independentrias #marketwatch #election2024 #wealthmanagement #financialoutlook

Some exciting news to share as we close out the week... Perigon rises from #56 to #42 on San Francisco Business Times ranking of 100 fastest-growing private companies. Perigon is honored to be recognized for a 2nd consecutive year and to be recognized among many successful Bay Area businesses. Read more. https://lnkd.in/gjNq8m8C #independentrias #wealthmanager #financialplanning #wealthadvisor #financialadvisor