#United States #San Francisco #Perigon Wealth #Jon Seif #Luke Samuels

Perigon Wealth Management's Ambitious Growth Strategy

In a significant move aimed at bolstering its operational capabilities, Perigon Wealth Management, a quickly expanding independent wealth management firm, has announced the development of a new growth platform designed to enhance organic business expansion. With approximately $11.2 billion in client assets as of the end of 2025, Perigon recognizes the pressing need for a robust internal structure that facilitates measurable growth. This initiative is a cornerstone of the firm's strategy to maintain its competitive edge in a rapidly evolving financial landscape.

Strategic Leadership Appointments

To spearhead this ambitious initiative, Perigon has appointed Jon Seif as the new Managing Director of Digital Strategy and Luke Samuels as the Senior Director of Business Development. These leadership roles are critical for driving the creation of a proprietary system aimed at solidifying a scalable and efficient growth model.

Arthur Ambarik, CEO of Perigon, explains, "Our significant merge and acquisition activity has highlighted the necessity of establishing a comprehensive internal growth platform. This platform will enhance our visibility from initial client engagement through to revenue generation, ensuring accountability at every stage of the client journey."

Seif’s expertise spans nearly two decades in the financial services sector, where he has held various advisory and technology-driven leadership roles. His previous experience includes influential positions at Betterment and Fidelity Labs, which have equipped him with the insights needed to navigate the complexities of advisory business operations. Seif's main responsibility will be to implement data-driven strategies that optimize client acquisition and retention efforts.

On the other hand, Samuels will focus on bridging Perigon's digital marketing with operational execution. His background includes marketing leadership roles within diverse financial firms, underscoring his capability to develop compelling lead generation campaigns that align closely with the firm’s overall strategic vision.

A Holistic Approach to Growth

Perigon’s innovative organic growth strategy aims to merge digital marketing, business development, and AI-powered analytics into a cohesive system. This integrated approach is designed to adapt fluidly to the evolving needs of both clients and financial advisors. By taking control of its technology and growth infrastructures, the firm seeks to efficiently allocate investment capital in a manner that delivers tangible results while offering personalized support to its advisory teams.

Jon Seif elaborates on this vision, stating, "The leading firms of the next decade will revolve around integrated platforms that merge data, technology, and human insights to drive sustainable growth. At Perigon, we are intent on creating a scalable, advisor-centric engine that empowers advisors to build stronger client relationships, increase wallet share, and continuously attract new clients through measurable methods."

Michael Mignosi, Senior Director of Organic Growth, adds, "We are transforming our strategy to focus on a systematic approach rather than purely individual-driven growth. Our mission transcends basic lead generation; we aim to connect the right clients with the right advisors in a meaningful way."

Recognition and Commitment to Client Service

Perigon's commitment to excellence has not gone unnoticed, as the firm has been acknowledged as one of Barron's Top 100 RIA Firms in 2025 and listed by AdvisorHub among the 50 RIA Firms to Watch in 2026. These accolades reflect Perigon's dedication to providing unparalleled service in the wealth management sector.

As Perigon Wealth Management continues to establish itself as a leader in this space, the firm remains resolute in its mission to not only expand its business but to also empower its financial advisors with the tools and strategies necessary for long-term success. This innovative growth platform is set to redefine the firm's operational capabilities and significantly enhance its service offerings in the competitive wealth management arena.

For more information about Perigon Wealth Management and its new growth initiatives, please visit Perigon Wealth Management.