Perigon Wealth Management LLC Welcomes Creative Financial Planning Inc., a New York-based Wealth Management Firm with Approximately $150 million in AUM
Their incredible story, decades of service and passion, dedication and knowledge of the wealth management industry are the perfect complement to Perigon's culture." In November of that year, Perigon announced it acquired Nauset Wealth Management LLC, and expanded its Atlanta office. About Perigon Wealth ManagementPerigon Wealth Management, LLC is a registered investment advisor. Additionally, Perigon Wealth Management offers financial advisors who join its platform a robust and flexible program that accommodates the widest possible array of affiliation structures and business models. 2 Learn more about RIA Channel's 2022 Top 50 Wealth Managers at https://www.riachannel.com/2022-top-50-wealth-managers-by-growth-methodology/ and Forbes" Top RIA ranking methodology at https://www.forbes.com/sites/rjshook/2022/10/25/methodology-americas-top-ria-firms-2022/?sh=4058511e17d9Media inquiries:Lorene YueHaven Tower Group424 317 4854[email protected]SOURCE Perigon Wealth Management
Source: Forbes June 27, 2024 10:02 UTC
