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Perigon Wealth Management

Displaying 4 results

Topic
  • News
  • March 5, 2024

Perigon scoops up $375M in assets with twin acquisitions

The rapidly growing firm has added RIAs in New York and Michigan to its national footprint.

Topic
  • News
  • January 31, 2024

Perigon Wealth Management moves up a league to advise sports professionals

Firm will create dedicated division leveraging new agreement with the Premier Sports Network.

Topic
  • News
  • March 6, 2023

Cash to bolster portfolios in the year ahead, investors say

Passive funds and ETFs won’t completely supplant active managers, but their market share will continue to rise.

Topic
  • News
  • November 29, 2022

Perigon acquires $330 million RIA

Nauset Wealth Management, based in Westport, Connecticut, was founded in 2000 by Michael Lombardo.