The Senior Financial Planner plays a key role in delivering comprehensive, goals-based financial planning to firm clients.
Senior Financial Planner
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Perigon Wealth Articles
Financial Planning Associate
The Financial Planner plays an important role in supporting the delivery of comprehensive, goals-based financial planning to firm clients.
Private Client Associate – Remote – PST
The Private Client Associate is a member of Perigon’s Client Service team. The Associate’s role is to support Wealth Managers with day-to-day operations, administrative and client service tasks.
Perigon Wealth Management Recognized by Inc. as a Best Workplace
This is Perigon’s first appearance on the annual list, which recognizes companies that “continually invest in their workplace cultures, offering best-in-class benefits that make employees actually want to work,” the publication said.
Associate Wealth Advisor
An Associate Wealth Advisor at Perigon Wealth Management will play an integral role in supporting Wealth Advisors (lead advisor) while gaining hands-on experience in wealth management.
Q2 2026 CIO Letter – Steady Through the Storm
The first quarter of 2026 was not an easy one to live through. War broke out in the Middle East. Iran closed the Strait of Hormuz. Oil prices surged…
Perigon Wealth Management Appoints Chief People Officer as Part of Strategic Leadership Expansion
Perigon Wealth Management, LLC announced the appointment of Rory T. Shusted as the firm’s first Chief People Officer. She will report directly to CEO Arthur Ambarik and is based in the Atlanta area.
Perigon Wealth Management Adds Three More Partners Through Path to Partnership Program
Perigon, a rapidly growing independent wealth management firm with offices across the country, announced three more team members have completed the firm’s innovative Path to Partnership Program.
Perigon Leaders Named InvestmentNews Top Financial Professionals USA
Each year, InvestmentNews identifies 100 financial professionals across the country who stand out.
Perigon Wealth Management Launches Development of Scalable Organic Growth Platform
Perigon Wealth announced it enhanced its management team with the addition of Jon Seif as Managing Director of Digital Strategy and Luke Samuels as Senior Director of Business Development to continue driving organic growth.
Perigon Wealth Management Enhances Impact Investing Team and Services
Perigon Wealth Management announced it has enhanced its existing impact investing services by creating an Impact Team.
Perigon named 2026 RIA Firm to Watch by AdvisorHub
Perigon was ranked #21 out of 25 mid-sized RIAs on AdvisorHub’s RIA Firms to Watch in 2026.