Contact Information
Email
a****@perigonwealth.com
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Company Information
Company
Perigon Wealth Management, LLC
Industry
investment management
Annual Revenue
15600000.0
Technologies
Salesforce
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Google Apps
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Reviews
Keywords
wealth management
investment management
risk management
financial planning
impact investing
family office management
financial technology
sustainable investing
esg investing
socially responsible investing
fiduciary advisors
personalized portfolios
tax planning
retirement planning
estate planning
charitable giving
legacy planning
portfolio management
family business succession
investment strategies
life transitions
financial independence
holistic wealth management
client-centered approach
financial goals
impact reporting
educational funding
liquidity planning
concentrated stock positioning
corporate development
financial peace of mind
investment selection
lifetrack
file sharing
financial reporting
collaborative approach
customized strategies
investment performance
investment agnostic
transparent fees
client education
financial insights
tax-efficient investing
retirement income strategies
income optimization
diversity & inclusion initiatives
client relationship management
market insights
client retention
financial health assessment
risk tolerance analysis
advisor collaboration
portfolio evaluation
financial services
finance technology
information technology & services
law practice
legal services
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