Victor's Bio
Victor is a Wealth Advisor and Managing Director at Perigon Wealth Management. Since 1995, he has advised closely held business owners, senior executives, and their families on how to design a lifestyle on their own terms, with meaning and purpose.
Victor began his career in ERISA retirement plans, helping employers design 401(k) plans and build tax-deferred wealth. That early training in fiduciary responsibility and retirement planning became the foundation for his broader advisory work. Today, his practice includes tax-smart investing, lifestyle income design, estate planning, private market investing, and other strategies tailored for high-income investors.
As clients live longer in retirement, Victor and the team help them plan a life of investing their time, talent, and treasure; having fun, staying engaged, maintaining physical/mental health; and managing the “golden balance” of life after full-time work.
Most of Victor’s work includes collaboration with the client’s most trusted advisors (CPAs and attorneys). He enjoys conversations with others who have a passion for service, whether in business or nonprofit organizations.
EDUCATION | QUALIFICATIONS
- University of Michigan Ross School of Business (1992)
- College for Financial Planning (2006)
- The Center for Fiduciary Studies (2013)
PRACTICE AREAS
- Corporate 401(k) Plans
- Personal Wealth Management
GET TO KNOW PERIGON WEALTH
- Barron’s “Top 100 RIA Firms” (2025)
- Forbes “America’s Top RIA Firms” (2024)
- Newsweek “Top Financial Advisory Firms” (2025)
- USA Today “Best Financial Advisory Firms” (2023, 2025)
VICTOR’S CONNECTIONS
- Ethel & James Flinn Foundation, Board of Trustees
- Judson Center, Board of Trustees
- Financial Planning Association, past Board Member
- Michigan Association of Certified Public Accountants
- National Association of Plan Advisors
- Society of Human Resource Management
- Vistage Michigan
Victor’s Latest Articles
For Employers: Is Your 401(k) On Track?
It’s no secret that when you conduct a retirement plan review, you have a chance to understand the data and trends, which can help your plan be efficient and compliant.
7 Questions to Help Optimize Your 401(k) Plan
In today’s economy, Americans are worried about their finances, and it spills over into every aspect of their lives, even their work. Let’s look at this for a minute and you’ll see why having a financial wellness program for your employees is a good thing.
SECURE 2.0 Update: Looking Ahead
Some provisions of SECURE 2.0 have already taken effect, and more will become effective soon. For plan sponsors, preparation is the key.
What’s Going On in Washington?
In a significant move by the Department of Labor (DOL), new regulations are being rolled out that may impact your ERISA compliance and retirement plan administration.
Recent Speaking Engagements
- “Small Investments In 401(k) and Tools Delivers Big Returns for CPAs and Their Clients” (Jun 2023)
- “How SECURE 2.0 Helps Small Businesses Compete Amid Tight Labor Market” (Apr 2023)
- “The New Fiduciary Rule” (Expert Panelist, Jun 2017)
Articles
- “How SECURE 2.0 Helps Small Businesses Compete Amid Tight Labor Market” (Apr 2023)
- “One of the Last Great Tax Deferrals for Business Owners” (May 2015)
Victor's Team
Brad Bell
Sandra M. Kerr, CFP®, CDFA®, AIF®
Vic Hicks III
