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Perigon Wealth Management Expands Its Leadership Team

Perigon Wealth Management, LLC, known for its robust growth in the independent financial advisory space, has made significant strides by welcoming four new partners into its firm through its innovative Path to Partnership Program. This initiative is part of Perigon's commitment to fostering an advisor-led, advisor-owned environment, where dedicated advisors can earn a stake in the firm while providing exceptional service to clients.

Overview of the Path to Partnership Program

Launched with the aim to identify passionate advisors who align with the company's core values, the Path to Partnership Program allows selected 1099 advisors to transition into partners over a multi-week training program. As Perigon CEO Arthur Ambarik stated, the firm recognizes that its strength lies in its advisors, bolstered by advanced technology and a supportive investment infrastructure.

New Partners Introduced

The latest to join as partners are:

1. Mary Ballin: Located in the East Bay, Mary brings over two decades of wealth management experience, having previously held certifications as a CFP® and a Certified Divorce Financial Analyst®. Her focus is on guiding women through challenging life transitions like divorce or loss of a spouse.

2. Beth Bosworth: A member of the Atlanta office, Beth is a seasoned professional with more than 15 years in the industry and holds the prestigious CFP® designation. She is also in charge of a significant portion of Perigon’s financial planning efforts.

3. Eric Jardine: Working out of the Bay Area, Eric adds over 20 years of investment and technology experience, including managing portfolios and implementing tech systems that enhance the advisory experience.

4. Doug Wheat: As a new addition in Massachusetts, Doug has a strong background in wealth management and impact investing, gathering more than 15 years of expertise in the financial sector.

Fostering Growth and Support

Mary Ballin emphasized the unique culture at Perigon, where each advisor enjoys a significant degree of autonomy that fosters personalized success rooted in genuine support. The Path to Partnership program exemplifies how Perigon not only encourages ambition but also actively creates opportunities for its advisors.

Perigon has demonstrated its commitment to growth by consistently expanding its reach, with new offices and teams established across six major markets since December 2021. This growth trajectory was further enhanced by bringing in Constellation Wealth Capital as a strategic investor earlier this year.

Accolades and Achievements

Perigon's remarkable ascent in the financial advisory market has not gone unnoticed, as it was named one of the Top 50 Fastest Growing Registered Investment Advisors (RIAs) by Financial Advisor Magazine and has earned a place in the 2024 Forbes Top RIA list.

The firm, led by lifelong financial advisors, maintains a vision of providing peace of mind through clearly defined and personalized financial plans. With approximately $8.7 billion in client assets as of the end of December 2024, Perigon is dedicated to accelerating business growth for financial advisors and simplifying client operations without sacrificing independence.

In summary, Perigon Wealth Management’s Path to Partnership not only promotes the growth of individual advisors but also significantly enhances the firm’s capacity to serve its clients with integrity and insight. The firm's focus on advisor empowerment and sustainable growth promises a bright future for both the new partners and the clients they serve.

For further details about Perigon Wealth Management and its services, visit perigonwealth.com.