Perigon Wealth Management Grows Through Acquisition of Gitterman Wealth Management

Perigon Wealth Management Expands with Gitterman Acquisition

Perigon Wealth Management, LLC, a rapid-growing investment advisory firm, made headlines with its recent acquisition of Gitterman Wealth Management and Gitterman Asset Management. As of September 1, 2025, Perigon has reported approximately $9.3 billion in client assets, and this merger will contribute an additional $1.3 billion from Gitterman.

Based in Edison, New Jersey, Gitterman’s six wealth managers specialize in assisting individual investors, including professionals affiliated with the New Jersey Alternate Benefit Program (ABP) and the Public Employee Retirement System (PERS). The acquisition aligns perfectly with Perigon’s strategy of partnering with firms that share its values and cultural principles.

Arthur Ambarik, CEO of Perigon, expressed enthusiasm about the partnership, emphasizing the importance of aligning growth strategies with client-centric approaches. He stated, "Our growth strategy is rooted in partnering with firms and individuals who share our culture and add value for clients." This perspective highlights Perigon's commitment to sustainable growth rather than merely increasing assets.

The merger will elevate Perigon's total assets under management to approximately $10.6 billion, positioning it as a formidable player in the wealth management sector. Notably, Gitterman is recognized for its leadership in the climate-focused investing arena, which involves a strong emphasis on climate adaptation and resilience. Founded in 2000, Gitterman Wealth Management serves high-net-worth individuals and higher education professionals, providing innovative wealth management solutions.

Jeffrey Gitterman and Eli Rauch, partners at Gitterman, will transition to the roles of Managing Directors at Perigon, bringing with them a wealth of experience and a deep commitment to client services. Gitterman shared his excitement about the merger, noting, "We work with multiple generations of clients, and partnering with Perigon ensures we can address the wealth management needs of our clients' families well into the future."

The strategic integration of Gitterman will not only augment Perigon’s operational capabilities but also enhance its asset management strategies, particularly in impact investing. This move reflects Perigon's belief that sustainability and growth can go hand in hand in the evolving financial landscape.

Jon Hoy, President of Corporate Development at Perigon, also expressed his enthusiasm about the acquisition. He stated, "Bringing our organizations together will strengthen our capabilities while preserving what makes both firms unique—a deep commitment to our clients and our people." This sentiment fosters hope for a dynamic partnership that can navigate the complexities of wealth management while retaining the distinctive qualities of both firms.

As the landscape of investment advisory firms continues to evolve, the merger of Perigon and Gitterman Wealth Management marks a significant moment. It underscores the importance of shared values, cultural alignment, and strategic growth within the financial services industry. For clients, this partnership signals enhanced services and a broader range of investment strategies, paving the way for a promising future in wealth management.

In conclusion, the acquisition of Gitterman Wealth Management by Perigon Wealth Management is a monumental step that showcases a commitment to robust partnerships, client-focused services, and sustainable growth strategies.