Sellers that showed interest
Company Details
Perigon Wealth Management ("Perigon") is a leading destination for growth-minded, entrepreneurial advisors and teams — Perigon offers advisors maximum autonomy and a voice at a firm that combines a collaborative, small-company culture with the benefits, resources, and ecosystem of a sophisticated, large-scale organization. Perigon seeks partners who have the desire to divest the majority of non-client-facing functions while retaining control over the majority of the client experience (planning and investment recommendations). The firm has internal resources that partners can leverage (central planning, practice management, organic growth initiatives, etc.), but it does not mandate partners to utilize these components of the offer.
Perigon Wealth Management positions itself as a client-centric, holistic financial partner, offering personalized planning and investment strategies tailored to individuals, families, and organizations. Perigon emphasizes transparency, unbiased advice, and comprehensive services, including retirement planning, tax efficiency, estate planning, and sustainable investing. Specializing in navigating life transitions, Perigon serves diverse clients—from executives to entertainers—aligning financial strategies with values and long-term goals. With a streamlined onboarding process and accessible communication, Perigon empowers clients to achieve financial clarity and security while fostering meaningful legacies.
Perigon’s investment management platform emphasizes tailored strategies and fiduciary alignment. It offers a mix of equity, fixed-income, and alternative strategies, customized to align with clients' risk tolerance, liquidity needs, and financial goals. Portfolios are built around strategic asset allocation with a focus on diversification, tax efficiency, and long-term value maximization. Perigon collaborates with both internal experts and external managers to deliver a robust and flexible platform. Its approach prioritizes clients' best interests, leveraging data-driven insights and personalized strategies to navigate market cycles and achieve sustainable financial outcomes.
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Acquisition Model
Full Acquisition
Yes. For further information, please contact Alaris.
Yes
For further information, please contact Alaris.
For further information, please contact Alaris.
Mandatory Points of Alignment
Perigon encourages all partners to adopt its brand, though it offers flexibility regarding the timing of this transition. If a seller joining Perigon requests it, a period of co-branding is allowed.
Perigon aims to centralize certain back-office functions upon joining the firm. This includes areas such as HR, compliance, tech stack, accounts payable and receivable, and billing.
Partners at Perigon will have visibility and input over their local P&L.
At Perigon, the client experience is highly valued and personalized. The firm believes in empowering advisors to shape the client experience according to their expertise and the unique needs of their clients.
Practice management resources are offered, but it is not required.
Perigon supports partners in maintaining their unique investment philosophies and processes. While the firm provides a robust platform for those interested in centralized investment management, it also allows partners to continue managing their own strategies, with the only requirement being the centralization of trading.
Advisor Value Proposition
Perigon articulates the advantages of joining their firm through acquisition with the following key points:
Culture and Collaboration:
- Entrepreneurial and Autonomous Environment: Perigon values entrepreneurial spirit while fostering collaboration, ensuring advisors don’t have to navigate the profession alone.
- Support Network: Advisors benefit from shared intellectual capital and complementary skill sets within a supportive team.
Operational Freedom:
- Focus on Clients: Perigon handles operational overhead, allowing advisors to prioritize building and maintaining client relationships.
- Technology and Platform Support: Advisors gain access to a flexible and leading-edge technology infrastructure.
Transition Expertise:
- Seamless Transitions: With in-house and custodial transition specialists, compliance oversight, and executive support, Perigon ensures smooth professional transitions.
- Comprehensive Support: Advisors receive assistance with administrative tasks, legal guidance, and account setup.
Growth Opportunities:
- Marketing and Business Development: Perigon offers robust support for marketing initiatives, including social media campaigns, events, and speaking engagements.
- Inorganic Growth Through M&A: Access to capital via strategic partnerships facilitates mergers and acquisitions, supported by expert deal structuring and transition processes.
Investment and Client Service Flexibility:
- Open Architecture: Advisors can continue implementing strategies that align with their clients' values and preferences, including sustainable investing and legacy approaches.
- Family Office Solutions: Perigon provides specialized services for ultra-high-net-worth families through Perigon Private Wealth.
By emphasizing their support infrastructure, growth potential, and operational efficiency, Perigon presents a compelling case for advisors considering an acquisition-driven move to their platform.
Perigon offers a comprehensive suite of planning support to advisors. This includes six key areas of financial planning: Financial Position, Risk Management, Investment Planning/Wealth Accumulation, Retirement Planning, Tax Planning, and Estate Planning. They also provide central teams for planning, investments, marketing, and practice management.
Perigon offers a range of operational support to advisors. They centralize back-office functions, allowing advisors to focus on client-facing activities. Advisors are encouraged to utilize the central teams for planning, investments, marketing, and practice management. Perigon also offers access to expert tax advice through its partnership with Prager Metis, a top national accounting firm.
Perigon Wealth Management offers a range of services to advisors. These include traditional financial planning, risk management, tax planning, and estate planning. They also provide central teams for planning, investments, marketing, and practice management. Additionally, Perigon has a strategic partnership with Prager Metis, a top national accounting firm, to provide expert tax advice.
Perigon has a strong culture of organic growth, which is beneficial for advisors. They focus on online digital marketing, COIs, and custodial branch referral programs at Schwab and Fidelity to drive this growth. Additionally, Perigon's strategic relationship with Prager Metis, a national top 50 accounting firm, boosts organic growth through referrals. The internal referral program was a significant channel that grew Perigon for the first ten years. Furthermore, Perigon encourages senior advisors to share best practices with junior advisors, fostering a culture of continuous learning and growth.
For firms seeking assistance with defining roles and responsibilities at the local office and help with managing processes and procedures, Perigon is happy to assist in implementing best practices gleaned from their top-performing offices around the country. They provide maximum autonomy and flexibility at the local level, not dictating how partners should operate.
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