Perigon Wealth Management Expands Team with Jeremy Kovacs in Southern California

Perigon Wealth Management Welcomes Jeremy Kovacs

Perigon Wealth Management, a rapidly expanding independent financial advisory firm, has announced the appointment of Jeremy Kovacs as Managing Director and Wealth Advisor, aimed at bolstering its Southern California presence. This strategic move comes as the firm seeks to enhance its offerings following significant growth and expanding assets under management.

With approximately $8.7 billion in client assets by the end of 2024, Perigon is well-positioned to further its reach in the competitive wealth management sector. Kovacs, who has managed over $300 million in client assets during his career, brings over 20 years of experience in the financial industry. His previous roles include significant contributions to Merrill Lynch Private Wealth and BNY Mellon Wealth Management, where he honed his skills in advising high-net-worth individuals, particularly those navigating business transitions and liquidity events.

Perigon's CEO, Arthur Ambarik, expressed enthusiasm about Kovacs joining the team, stating, "Jeremy's history of success within the middle market business community enhances our ability to serve this critical segment of the American economy." This endorsement highlights the firm's strategy of refining services tailored for affluent clients, particularly in volatile financial landscapes.

Kovacs's experience focusing on middle-market clients aligns well with Perigon's mission. He emphasizes wealth utilization and long-term planning, catering to diverse client needs through a multi-generational practice. His expertise and established relationships within the business community will undoubtedly serve as valuable assets as Perigon navigates through economic uncertainties.

Upon his decision to join Perigon, Kovacs stated, "I needed a firm that prioritized technology investment, operational capacity, and a leadership team dedicated to the success of my clients as I am. I found that in Perigon. This team and platform can compete with anyone in the industry." His commitment to client-centric focuses resonates with Perigon's foundational goals, making him an ideal fit for the company's future endeavors.

Since its inception, Perigon has focused on developing an advisor-led environment, where independent advisors can flourish while benefiting from a structured support system. Since December 2021, the firm has expanded its office presence across six major markets, showcasing aggressive growth strategies amidst evolving financial landscapes.

In line with its growth ambitions, Perigon recently welcomed Constellation Wealth Capital as a strategic investor, further solidifying its financial backing and growth potential. The firm has garnered recognition for its rapid development, being included in Financial Advisor Magazine's Top 50 Fastest Growing RIAs and the 2024 Forbes Top RIA list, underscoring its strong market position.

Perigon Wealth Management, established as an independent registered investment advisor, aims to achieve clients' financial goals by crafting tailored, transparent plans. The firm continues to prioritize the autonomy of its advisors while simplifying their businesses, ensuring they maintain a unique identity while leveraging the resources available through Perigon.

As the firm looks to the future, the addition of experienced advisors like Jeremy Kovacs not only strengthens its Southern California foothold but also enhances its overall service offerings to existing and prospective clients. By combining rich industry experience with innovative financial strategies, Perigon Wealth Management is set to navigate the complexities of wealth management in a rapidly changing economic environment.

For more information, visit Perigon Wealth Management.