Wealth management entrepreneur cleans up with Perigon acquisition

Wealth management entrepreneur cleans up with Perigon acquisition
It's the next step on a journey from cleaning business owner to wealth advisor.
JUN 27, 2024

A New York wealth management firm managing around $150 million in client assets has been acquired by Perigon Wealth Management.

For the founder and CEO of Creative Financial Planning, it’s the next step on an interesting journey into and through the financial services industry, which began with the life-long entrepreneur’s cleaning business in the Hamptons.

Lisa Hayes, CFP, ChFC, AIF, was curious about how to invest the profits from her business and her diligent research ignited a passion for financial services which led her first to an estate planning company before launching Creative Financial Planning in 1985.  

Terms of the acquisition have not been disclosed, but Hayes joins the $7.75 billion AUM Perigon as wealth manager and partner, along with Daniel Gwizdak, CFP, who started working at Creative as a student intern before joining full time in 2007 and becoming chief operating officer in 2016.

“Together, Lisa and Daniel built an incredible relationship-driven practice that focuses on the needs of their community,” said Perigon CEO Art Ambarik. “Their incredible story, decades of service and passion, dedication and knowledge of the wealth management industry are the perfect complement to Perigon’s culture.”

Latest News

Health savings account contributions, investments can be boosted by one key thing
Health savings account contributions, investments can be boosted by one key thing

New research also reveals that one third of HSA holders withdrew more than their put in.

Maryland bars advisor over charging excessive fees to clients
Maryland bars advisor over charging excessive fees to clients

Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.

Wave of SEC appointments signals regulatory shift with implications for financial advisors
Wave of SEC appointments signals regulatory shift with implications for financial advisors

Reshuffle provides strong indication of where the regulator's priorities now lie.

US insurers want to take a larger slice of the retirement market through the RIA channel
US insurers want to take a larger slice of the retirement market through the RIA channel

Goldman Sachs Asset Management report reveals sharpened focus on annuities.

Why DA Davidson's wealth vice chairman still follows his dad's investment advice
Why DA Davidson's wealth vice chairman still follows his dad's investment advice

Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave