Advisor at Perigon Wealth Management, LLC
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Firm
Perigon Wealth Management, LLC
Location
Amherst, MA 01002
Credentials
Series 65
Industry experience
17 years
Andrew Bellak is a financial advisor with Perigon Wealth Management, LLC in Amherst, MA. He holds a Series 65 designation and has 17 years of industry experience. Prior to joining Perigon in 2023, he spent 15 years at Stakeholders Capital, Inc. Bellak serves as an advisory board member and investor at Elateq, LLC and is involved in multiple nonprofit organizations, including serving on investment committees and boards for charitable and community groups. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops client portfolios based on individual objectives and risk tolerance, often delegating day-to-day management to independent managers while retaining oversight and due diligence.
Based on Perigon Wealth Management, LLC
$0+: 0.20% annually +: up to 2.00% annually
321 Main Street
Amherst, MA 01002
Massachusetts · Texas
Perigon Wealth Management, Llc D/B/A Stakeholders Capital
2023 - Present (3 years)
Stakeholders Capital, Inc.
2008 - 2023 (15 years)
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