Perigon Wealth Management

Perigon Wealth Management

Founded in 2004, Perigon Wealth Management operates as an independent registered investment adviser headquartered in Tampa. The firm's model targets professionals whose wealth is sticky and illiquid — corporate executives with concentrated stock positions, business owners contemplating exits, and entertainers managing music-rights sales. The practice spans financial planning, investment management, and transition counseling across career changes, divorce, and inheritance events. Perigon's investment mandate is fundamentally cross-asset, built around tax-aware portfolio construction rather than product distribution. The firm describes itself as agnostic on investment selection, pulling from equities, fixed income, and alternative strategies to align portfolios with individual liability schedules and funding requirements. The client base demands coordination across entertainment property rights, equity compensation analysis, and corporate benefit negotiation — a service mix that requires Perigon to function as a de facto family-office lite for households with complex balance sheets. The firm explicitly cites work with athletes, musicians, and business owners, indicating a national client-acquisition model built on professional-services referrals rather than a single local market. The firm's website suggests a multi-advisor platform, describing a collaborative team approach and a flexible infrastructure for growth-minded financial advisors. No public AUM figure or headcount is disclosed. Without a disclosed asset base, Perigon's scale remains opaque, but the service menu — spanning education funding, charitable giving, estate planning, and retirement income — indicates a full-service wealth-management chassis. The absence of a named founder or CEO in public materials leaves the leadership structure unconfirmed. Perigon's structural posture is that of a fiduciary RIA built for episodic wealth, not steady accumulation. By orienting around liquidity events — IPO unlocks, business sales, music-catalog deals — the firm inserts itself at the moment a client's financial life transforms from theoretical to actual. That event-driven model, paired with the independent-agency structure, gives Perigon a mandate to shop across asset classes and tax strategies without the product-push incentives of a wirehouse or bank-owned advisory. Succession planning and family-business continuity anchor the long-duration side of the book, creating a dual engine of transactional planning and multi-generational advisory.