Perigon Wealth Management Expands Collaboration with Goldman Sachs

Perigon Wealth Management Broadens Its Partnership with Goldman Sachs

Perigon Wealth Management, an independent wealth management firm that has seen rapid growth, is excited to announce its enhanced collaboration with Goldman Sachs Custody Solutions (GSCS), which aims to provide greater flexibility and choices for financial advisors.

With approximately $8.7 billion in client assets, Perigon is dedicated to improving its advisor support and expanding the investment solutions available to its clients. The new custodial addition is a significant step in deepening Perigon's engagement with Goldman Sachs, complementing its existing relationship with Goldman Sachs Asset Management.

Arthur Ambarik, the CEO of Perigon, emphasized the importance of continual improvement to meet the evolving needs of their advisors. He stated, "As we continue to grow and attract elite advisors from across the wealth management landscape, it's critical that we continuously enhance our services and solutions that empower our advisors to effectively support their clients' needs." This new partnership offers advisors access to a wider range of investment options, enhancing the service provided to clients.

As registered investment advisors (RIAs) navigate an increasingly complex environment, there is a growing demand to streamline their operations. They are seeking to reduce the number of vendors they rely on, favoring those who can offer comprehensive solutions across various aspects of their business. Goldman Sachs stands out with its strong capabilities in Asset Management and Global Banking & Markets, tailored to meet the diverse needs of modern RIAs.

William Dalton, who leads RIA Custody Sales at Goldman Sachs, expressed pride in supporting Perigon in this venture. He remarked, "We are proud to support Perigon, one of the fastest growing RIAs in the country, by providing their advisors access to Goldman Sachs' industry-leading solutions and capabilities through our holistic approach to serving RIAs." This collaboration signifies a win-win scenario for both parties, enhancing the services available to clients while reinforcing the relationship between the organizations.

Perigon has made significant strides since December 2021, expanding its team and presence in six major markets. This was highlighted recently when Constellation Wealth Capital joined as a strategic investor. The firm has gained recognition as one of Financial Advisor Magazine's Top 50 Fastest Growing RIAs and has a spot on the 2024 Forbes Top RIA list, further solidifying its position in the competitive wealth management landscape.

About Perigon Wealth Management
Perigon Wealth Management, LLC is a registered investment advisor led by lifelong financial advisors. The firm is an independent RIA that is committed to providing clients with peace of mind by developing and implementing clear and personalized plans to achieve financial goals. Additionally, Perigon offers financial advisors who join its network a robust and flexible program that supports various affiliation structures and business models. The company strives to accelerate business growth for its financial advisors while simplifying their operational processes without compromising on independence.

For more information, please visit https://perigonwealth.com.

Media Contact:
Donald Cutler or Lorene Yue
Haven Tower Group
424 317 4864 or 424 317 4854

Frequently Asked Questions

What is the significance of Perigon's relationship with Goldman Sachs?

Perigon's partnership with Goldman Sachs enhances advisor support by providing access to a wider range of investment options, ultimately benefiting their clients.

How has Perigon Wealth Management been recognized in the industry?

Perigon has been named one of Financial Advisor Magazine's Top 50 Fastest Growing RIAs and is included in the 2024 Forbes Top RIA list, reflecting its rapid growth and industry reputation.

What does RIA stand for and why is it important?

RIA stands for Registered Investment Advisor. This designation is crucial as it means the firm adheres to regulatory standards while providing investment advice, ensuring compliance and accountability.

What services does Goldman Sachs Custody Solutions offer?

Goldman Sachs Custody Solutions provides custodial, clearing, and brokerage services, assisting RIAs in managing client assets and operational needs efficiently.

How does Perigon differentiate itself in the crowded wealth management space?

Perigon distinguishes itself by offering personalized financial plans, a robust platform for advisors, and a commitment to independence, helping advisors grow their businesses effectively.

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