Perigon Wealth Management Expands Team with Jeremy Kovacs
Perigon Wealth Management Welcomes New Managing Director
Perigon Wealth Management, LLC, a fast-growing independent wealth management firm, has strengthened its commitment to clients by appointing Jeremy Kovacs as Managing Director and Wealth Advisor. With a rich background in wealth management, Kovacs is set to play a pivotal role in expanding Perigon's services in Southern California.
Expertise in Wealth Management and Business Transitions
Kovacs brings over 20 years of experience in managing high-net-worth and ultra-high-net-worth clients, with a focus on guiding them through business transitions and liquidity events. He has successfully managed over $300 million in client assets, showcasing his capability to navigate the complexities of wealth management.
Building Client-Centric Strategies
His expertise in middle-market businesses equips him with the necessary skills to address the unique challenges faced by business owners. Kovacs aims to create tailored solutions that benefit both clients and their families, ensuring long-term financial goals are met.
Growth and Independence in Wealth Management
Arthur Ambarik, CEO of Perigon, expressed confidence in Kovacs' appointment, highlighting his extensive relationships within the business community. “Jeremy's proven track record will enhance our ability to support this crucial segment of the economy,” said Ambarik. As financial landscapes become more uncertain, Perigon's strategic hiring reflects its commitment to adapt to clients' needs.
Why Join Perigon Wealth Management?
Kovacs believes that collaboration with an independent Registered Investment Advisor (RIA) provides the necessary resources to serve clients effectively. He emphasized the importance of technology, operation capabilities, and leadership in aligning with client success. His passion for helping clients tackle the intricacies of financial planning aligns seamlessly with Perigon's mission.
A Strong Foundation for Future Success
Since its inception, Perigon has focused on expanding its presence and enhancing services for advisors across multiple markets. The firm's growth has positioned it among the top financial advisors nationally, with recognition from prestigious financial publications. Kovacs’ addition signifies Perigon's ongoing dedication to growth and guidance in wealth management.
About Perigon Wealth Management
Perigon Wealth Management, LLC operates as a registered investment advisor, emphasizing the importance of personalized financial planning. The organization is committed to delivering customized solutions that align with clients' life goals while maintaining the independence of its advisors. With approximately $8.7 billion in client assets, Perigon facilitates advisors' growth while providing them with robust, flexible operational support.
Frequently Asked Questions
Who is Jeremy Kovacs?
Jeremy Kovacs is the new Managing Director and Wealth Advisor at Perigon Wealth Management, bringing over 20 years of experience in wealth management.
What will Kovacs focus on at Perigon?
He will focus on serving high-net-worth clients, particularly in middle-market businesses, aiding them in navigating business transitions and liquidity events.
Why did Kovacs choose Perigon?
Kovacs sought a firm prioritizing technology, operational capacity, and a leadership team focused on client success, which he found at Perigon.
What is the size of Perigon Wealth Management?
Perigon manages approximately $8.7 billion in client assets and has been recognized among the top financial advisors in the industry.
How does Perigon support its advisors?
Perigon offers a robust platform that accommodates various affiliation structures, helping advisors grow their businesses while maintaining independence.
About The Author
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