Perigon Wealth Management, LLC

Perigon's Head of Sports and Entertainment Marc Specht, AIF, AAMS, SE-AWMA, RFC has launched a webinar series with our partners Premier Sports Network to highlight the importance of financial planning for athletes and to bring forward the responsibilities and perspectives of athlete management, in an effort to meet the financial challenges and opportunities faced by athletes throughout their careers. #independentrias #financial planning #nflpa #playersassociations #nbpa #mlbpa

Perigon's CEO Arthur Ambarik, CFP® on this alliance: "The increasingly competitive wealth management market and demand for high-touch client service require ready access to complete information, and we felt it critical to partner with a solutions provider with an intuitive interface, best-in-class technologies, and a team that shares our beliefs and values on client service -- and we've found that with Zoe. We are confident that combining their technology and support with our personalized financial planning will deliver great value to our clients and support advisor growth." 

Perigon advisor Gregory Wendt, CFP is set to take the stage at Information Management Network (IMN) ESG & Decarbonizing Real Estate Forum in Dana Point, CA on July 10th. Join him at the following sessions: July 10th at 10:45am PST: Greg will join the panel discussion “The Investor’s Perspective: What Investors Want, What Investors Need” alongside Greg MacKinnon, Katie Cappola, David Hood, and Todd Dawes. They will be asking and answering such questions as: What is the future of ESG considerations in investments? What's been the impact of recent mixed or tempered sentiment on ESG interest? Have investors started to pivot away from ESG being front-and-center in target screening and due diligence? July 10th at 2:15pm PST: Gregory Wendt, CFP will be joined alongside Todd Dawes to discuss the topic of Impact Investing Strategy. They will be providing points of view on questions such as: When institutional investors are building an impact investing strategy, what is the right pace of adoption you should consider? How do risk tolerance and investment horizon come into play? What resources do you need to be successful? #impactinvesting #independentrias #investinyourvalues #valueinvesting #wealthmangement #financialplanning #esg

As there seems to be a lot of buzz around a tool called “direct indexing” Perigon's CIO Rafia Hasan, CFA, CFP® jumps into the topic and provides insights on; What direct indexing is, what its advantages (and disadvantages) are, and when it’s most appropriate. Read more here https://lnkd.in/gdzb9TDq

Just in case you missed this exciting news, we are thrilled to be welcoming the Creative Financial Planning team, Lisa Hayes CFP®, Daniel Gwizdak CFP® and Sam Janni to Perigon. CEO Arthur Ambarik, CFP® "Their incredible story, decades of service and passion, dedication and knowledge of the wealth management industry are the perfect complement to Perigon’s culture.” https://lnkd.in/gQSPXuQM #independentrias #wealthmangers #nyack #financialplanning #growingria #wealthmanagment

As the official U.S. #WealthManagement Partner for Premier Sports Network, the leading private network for the global #sports industry, you know we’ve got a lot to say about #athletes and wealth management. Marc Specht, AIF, AAMS, SE-AWMA, RFC Partner and Head of Sports & Entertainment at Perigon, recently told Wealth Solutions Report, “We want our athlete clients to live their lives during and after their playing careers in a way that addresses their needs, desires and charitable endeavors.” Read the article and learn how we work to deliver on that goal:  https://lnkd.in/gG4iW-Wp #Money #FinancialServices #FinancialAdvisors #independentadvisors #wealthmanagement #sports

One of the benefits of SECURE 2.0 is Roth balances are no longer subject to Required Minimum Distributions once you're in your 70's. This makes the mega-backdoor Roth and in-plan Roth conversions strategies even more attractive if your company 401k plan allows.

On June 11th, in Dana Point, California, Perigon advisor Gregory Wendt, CFP will be speaking on the ESG Going Forwards or Backwards panel at the Portfolio Summits, California LP Summit along side industry peers industry peers Paul R Yett, Caleb Silsby, CFA and Henry Levy. To learn more, please visit portfoliosummits.com. #independentrias #impactinvesting #investinyourvalues #wealthmanager #wealthmanagement

We are thrilled to announce that our CEO, Arthur Ambarik, CFP®, has been named a finalist for CEO of Year and M&A Leader of the Year in the WealthManagement.com Industry Awards. The firm’s commitment to our flexible strategy and advisor-centric culture separates Perigon from the rest of the industry, and we’re honored to have our leadership recognized for its successful application of these values. Congratulations to all the finalists and thank you to the #WEALTHIES judges. #WealthManagement #FinancialServices #Awards #FinancialAdvisors #Perigon #independentrias #financialplanning https://lnkd.in/gUJgeA3F