Perigon Wealth Management LLC (“Perigon”), a leading independent wealth management firm, has recently appointed Maria DaleyCFP® as the Head of Advisor Success & Integration. With over 30 years of experience in business development and relationship management, Daley brings a wealth of knowledge to the firm. In this new role, she will be responsible for providing advisors with access to resources and enhancing the Perigon platform with additional support offerings.
Perigon CEO, Arthur Ambarik, emphasized the importance of Daley’s appointment in driving the firm’s expansion and success. With a focus on providing top-notch support and solutions to advisors, Daley’s expertise will play a crucial role in achieving these goals. Having worked at prestigious financial services firms such as Choreo, LLC and RSM US Wealth Management, Daley is no stranger to the industry.
Perigon’s growth has been propelled by its commitment to excellence and strategic partnerships. By joining forces with Constellation Wealth Capital as a minority investment partner, Perigon has been able to expand its presence in major markets and attract top talent. Notable additions to the firm include Blue Water Capital Management and Lumin Financial, further solidifying Perigon’s position as a top wealth manager.
As an advisor-led firm, Perigon prioritizes providing clients with tailored financial plans to help them achieve their life goals. With approximately $7.75 billion in client assets as of March 31, 2024, Perigon is dedicated to supporting the growth and independence of its financial advisors. The firm offers a flexible program that accommodates a wide range of affiliation structures and business models, allowing advisors to thrive in their roles.
Perigon’s accolades, including being named one of RIA Channel’s Top 50 Wealth Managers and making it onto the Forbes Top RIA list, reflect the firm’s commitment to excellence and innovation. By staying true to its core values and investing in top talent like Maria Daley, Perigon is poised for continued success in the wealth management industry.
For more information about Perigon Wealth Management and its services, please visit their website at https://perigonwealth.com. Connect with Perigon on social media channels for the latest updates and insights on wealth management trends.
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