Perigon Wealth Management Strengthens Ties with Goldman Sachs for Enhanced Advisor Support

Perigon Wealth Management Strengthens Relationship with Goldman Sachs

In a significant development within the financial advisory sector, Perigon Wealth Management, a swiftly expanding independent wealth management firm, has announced its enhanced relationship with Goldman Sachs Custody Solutions (GSCS). Perigon, which manages approximately $8.7 billion in client assets as of December 31, 2024, aims to provide its advisors with improved support and a wider array of investment choices. This partnership marks a pivotal step in Perigon’s mission to uphold its growth trajectory while focusing on superior client services.

A Growing Partnership

Perigon's decision to collaborate with Goldman Sachs is rooted in an existing relationship with Goldman Sachs Asset Management. According to Perigon's CEO, Arthur Ambarik, aligning with Goldman Sachs will empower the firm to continuously evolve its services to meet the diverse needs of its clients. "As we continue to grow and attract elite advisors from across the wealth management landscape, it's critical that we continuously improve our services and solutions that enable our advisors to serve their clients' needs," Ambarik stated.

The integration of Goldman Sachs Custody Solutions into Perigon's operational framework is anticipated to streamline processes for registered investment advisors (RIAs). In today’s financial environment, RIAs are increasingly seeking to work with fewer providers that can deliver comprehensive solutions across multiple business dimensions. Goldman Sachs' established reputation and extensive services in asset management and global banking uniquely position it to cater to the evolving demands of modern RIAs.

Meeting the Needs of Modern Advisors

Bill Dalton, Head of RIA Custody Sales at Goldman Sachs, expressed enthusiasm about supporting Perigon, recognizing it as one of the fastest-growing RIAs in the country. He emphasized, "We are proud to support Perigon by providing their advisors access to Goldman Sachs' industry-leading solutions and capabilities through our holistic approach to serving RIAs."

This partnership allows Perigon’s advisors to access a wide range of investment options, ultimately enhancing the way they can respond to their clients' financial ambitions. By improving custody services, compliance support, and operational efficiencies, both firms are set to deliver stronger outcomes for their clients.

Recognitions and Future Prospects

Perigon Wealth Management has made notable strides in the financial advisory space, being recognized as one of Financial Advisor Magazine's Top 50 Fastest Growing RIAs and featured on the 2024 Forbes Top RIA list. Since December 2021, the firm has expanded significantly, establishing new teams and offices in six crucial markets. Recently, Constellation Wealth Capital joined as a strategic investor, further fueling Perigon's growth.

With its commitment to fostering independence among its advisors, Perigon continues to champion the development of customized financial solutions tailored to the unique goals of each client. The firm aims to alleviate operational burdens while enhancing the growth potential for its financial advisors, allowing them to maintain a focus on client relationships and investment performance.

In conclusion, the deepened partnership between Perigon Wealth Management and Goldman Sachs represents a strategic move that underscores both firms' commitment to providing exceptional service and innovative solutions in wealth management. As the landscape continues to evolve, this collaboration is poised to set a benchmark for excellence in the industry.

For more information about Perigon and its offerings, visit Perigon Wealth Management.