Perigon Wealth Management, LLC

Perigon Wealth Management provides customized investment advisory and wealth management services to a broad client base that includes individuals, high‑net‑worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm offers discretionary portfolio management, oversight of unaffiliated sub‑advisors and TAMPs, and administration of client accounts within a wrap‑fee program.

Perigon’s process centers on individualized portfolio construction based on each client’s goals, time horizon, and risk tolerance, with regular monitoring and formal reviews at least annually. As sponsor and portfolio manager of its wrap program, Perigon bundles Covered Costs—such as securities transaction costs for certain mutual funds, custody and commission fees, redemption and trade‑away fees—and conducts due diligence and ongoing oversight of Independent Managers and TAMP relationships; the firm also accepts proxy‑voting responsibility and uses Broadridge for vote administration.

What distinguishes Perigon among large enterprise advisors is its explicit servicing of banking and thrift institutions, a client type that is relatively uncommon for peers, and its role as both sponsor and ongoing overseer of wrap and sub‑advisor arrangements. The firm maintains institutional relationships with multiple custodians and platform providers (including Schwab, Fidelity, LPL, Pershing, and SPTC) and discloses the receipt of platform services and potential conflicts those arrangements can create.