#United States #Boca Raton #Florida #Perigon Wealth #Harrigan Group

Perigon Wealth Management Expands in Florida

Perigon Wealth Management, LLC, a rapidly expanding independent wealth management firm, has announced its latest growth in Florida through the addition of the Harrigan Group. This new integration highlights Perigon's commitment to enhancing its financial advisory services. The Harrigan Group, previously affiliated with UBS, brings a robust portfolio consisting of approximately $170 million in client assets to Perigon’s Boca Raton office.

Who is the Harrigan Group?

The Harrigan Group is led by Robert Harrigan and his son, Evan Harrigan, both with extensive backgrounds in wealth management. Robert has amassed over four decades of experience in the finance sector, including significant roles in other prestigious institutions. His most recent position was as a Senior Vice President and Private Wealth Advisor at UBS, where he excelled in managing high-net-worth client portfolios. With a laudable history that includes serving as Chief Investment Officer at the Chase Manhattan Global Private Bank, Robert’s expertise positions him as an asset to the Perigon team.

Evan Harrigan, following in his father's footsteps, will also make a substantial contribution to the firm’s growth. Their collective efforts are anticipated to deepen Perigon’s relationship with existing clients and attract new ones.

The Benefits of Joining Perigon

Arthur Ambarik, the CEO of Perigon, spoke about the advantages that new advisors like the Harrigans will experience by joining the firm. He noted, “The fragmentation of the wealth management industry provides advisors with numerous affiliation options, but few that offer the level of flexibility and support integral to Perigon's framework.” This remark underscores Perigon's focus on pairing seasoned advisors with advanced technology and personalized service that enhances client experience.

Robert Harrigan himself expressed excitement about this new partnership. He stated, “Every day, I work with my clients to help them build a legacy. When I considered my legacy, I knew I needed a different kind of partner. Joining Perigon gives me access to tools and solutions that not only fortify my relationships with clients but also build a sustainable legacy for my family.” His perspective sheds light on the firm’s dedication to client success and long-term planning.

Perigon’s Commitment to Expanding its Network

Since December 2021, Perigon has been proactive in enhancing its presence across six major markets. The firm’s recent expansion is further bolstered by its strategic partnership with Constellation Wealth Capital. A testament to its rapid growth, Perigon has also been recognized as one of Financial Advisor Magazine's Top 50 Fastest Growing Registered Investment Advisors (RIAs) and featured in Forbes' Top RIA list for 2024.

The commitment of Perigon Wealth Management to provide its financial advisors with robust support is evident in its offerings, designed to assist with diverse affiliation structures and business models. With $8.2 billion in client assets as of June 30, 2024, the firm exemplifies a dedication to maximise the growth of its advisors while ensuring their operational autonomy.

In summary, the arrival of the Harrigan Group represents a significant milestone for Perigon Wealth Management as it strives to enhance its service offerings and deepen its client relationships. This strategic move not only expands the firm's reach but also reinforces its reputation as a leading player in the wealth management sector, dedicated to fostering long-lasting investor-client partnerships.

For additional inquiries, please visit Perigon's website.