The Acquisition of Growing Firm Brings Perigon to the Keystone and Palmetto StatesSAN FRANCISCO, Feb. 14, 2024 /PRNewswire/ -- Perigon Wealth Management LLC ("Perigon"), a rapidly growing independent wealth management firm with offices across the country and approximately $6.9 billion as of Jan, 31, 2024,2 in client assets, today announced the acquisition of Prudeo Partners, a wealth management firm with offices in Reading, Pennsylvania and West Columbia, South Carolina with approximately $425 million in total client assets. In November of that year, Perigon announced it acquired Nauset Wealth Management 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. Media contacts:Donald Cutler or Lorene YueHaven Tower Group424 317 4864 or 424 317 4854[email protected] or [email protected]SOURCE Perigon Wealth Management

Source: Forbes February 14, 2024 11:00 UTC