Advisor at Perigon Wealth Management, LLC
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Firm
Perigon Wealth Management, LLC
Location
Ridgewood, NJ 07450
Credentials
CFP®, Series 65
Industry experience
10 years
Robert Hardwick is a Certified Financial Planner® with 10 years of experience in the financial services industry. He has worked at Perigon Wealth Management, LLC since 2019 and previously held roles at Aljen Asset Management LLC and RLP Wealth Advisors, LLC. He is also a licensed insurance agent. 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 portfolios tailored to client objectives and risk tolerance, often utilizing independent managers or turnkey asset management programs while maintaining oversight and formal account reviews.
Based on Perigon Wealth Management, LLC
$0+: 0.20% annually +: up to 2.00% annually
215 East Ridgewood Ave., Suite 205
Ridgewood, NJ 07450
New Jersey · Texas
Perigon Wealth Management, LLC
2019 - Present (7 years)
Lakeland Hills Family YMCA
2019 - 2022 (3 years)
RLP Wealth Advisors, LLC
2019 - 2020 (1 year)
Aljen Asset Management LLC
2014 - 2019 (5 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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