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Perigon Wealth Management
Perigon is an independent, employee-owned, fee-only Registered Investment Advisor (RIA) providing Investment & Wealth Advisory services.
| Address | 55 2nd St Ste 1900 San Francisco, CA 94105-3491 |
| Phone | (415) 430-4140 |
| Website | www.perigonpartners.com |
Retirement Planning & Services
Perigon: A mathematical term referring to an angle of 360 degrees
"We work directly for our clients. We are independent and directly accountable. We offer and deliver stability and continuity to an industry that is fragmented, dysfunctional and often more focused on corporate shareholder value rather than client value."
Philip A. Hart, President & CIO
We are your comprehensive Financial Concierge
Investment Advice with One to One Customization
Sophisticated Wealth & Tax Planning
Cost-effective & Fully Compliant Retirement Plans
Perigon
Independent Wealth ManagementPerigon: A mathematical term referring to an angle of 360 degrees
"We work directly for our clients. We are independent and directly accountable. We offer and deliver stability and continuity to an industry that is fragmented, dysfunctional and often more focused on corporate shareholder value rather than client value."
Philip A. Hart, President & CIO
Perigon provides comprehensive Investment & Wealth Management Services
We are your comprehensive Financial Concierge
Investment Advice with One to One Customization
Sophisticated Wealth & Tax Planning
Cost-effective & Fully Compliant Retirement Plans
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