Perigon Wealth Management is an independent, partner-owned financial advisory firm dedicated to providing clients with peace of mind through a collaborative and data-driven approach to wealth management. Formed through a merger of PMG an Prioritas, the firm has grown significantly through strategic acquisitions and partnerships, including with Merchant Investment Management. Perigon serves high-net-worth individuals, families, and institutions, offering a suite of services that includes financial planning, investment management, retirement planning, and family office services, all guided by a fiduciary standard.

Founded in

United States