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Perigon Wealth Management

Financial Service

We believe financial advice should be as personal as your story. We build a plan that moves with you, toward the life you are building.

Services

• It's hard to commit when you can't see the whole thing
• Tax planning
• Investment management
• Estate planning
• Equity compensation planning
• Retirement planning
• If you can't answer these, the plan isn't done yet
• Clarity
• Strategy
• Partnership
• Frequently asked questions
• People outgrowing their investment strategies
• Building-block approach
• Alternative investments and private placements
• Direct indexing
• Impact and ESG investing
• Low-cost lending solutions
• Rafia Hasan CFA, CFP®
• Chief Investment Officer and Chief Operating Officer
• Scott Yi, CFA®
• Partner, Wealth Advisor, Head of Alternative Investments
• Bud Sturmak, CFP®
• Partner, Wealth Advisor, Head of Impact Investing
• Analyze
• Build
• Manage
• The hardest part of legacy planning isn't financial
• Wealth transfer strategy
• Philanthropic planning
• Family conversations

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Sources: BrightQuery (CDLA-Permissive-2.0); business website read 2026-10-14. About our data.