Perigon Wealth Management is a registered investment advisor based in Irvine, CA, dedicated to helping individuals, families, and organizations achieve financial peace of mind. They offer comprehensive financial planning and investment management services, tailored to each client's unique goals and values.
With a collaborative approach, Perigon's team of experts assists clients in navigating life transitions, such as career changes and loss of a spouse, while providing guidance on retirement planning, estate planning, and charitable giving. As an independent firm, they prioritize transparency and align investments with their clients' best interests and values.
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