Added California Wealth Manager and DelawareThe enterprise-based team is a continuation of the company’s growth trajectory and a testament to the reach of its offerings and support solutions
SAN FRANCISCO, May 24, 2022 /PRNewswire/ — Perigon Wealth Management (“Perigon” or “the Company”) – a rapidly growing independent wealth management firm with offices across the country and over $3 billion in Client Assets – today announced the addition of a seasoned investment advisor Stephane Sparolini and recruited Greenville Financial Group (GFG).
Mr. Sparolini has nearly 20 years of experience working with high net worth and ultra high net worth individuals, managing a portfolio of business worth more than $550 million. It will work under the Perigon brand in the San Francisco Bay Area.
Situated at Wilmington, Delaware and founded in January 2000Greenville Financial Group is a wealth management company with $200 million in assets under management. Founder John AND Taylor and its team of four advisors and an office manager will now serve their clients as Perigon Wealth Management.
Jeremy PaulChairman of Perigon, said, “We are delighted to bring Greenville Financial Group to our platform and provide John AND Taylor and his team with the technology, recruiting and practice management tools to support his growing business. We are also delighted to welcome Stephen, with his nearly two decades of financial planning experience, to Perigon’s advisory team.”
This announcement is the latest testament to the strength of Perigon’s business, which is built on providing advisors with flexible affiliate models, multiple custodial relationships and the ability to connect seamlessly to one platform. digital customer prospecting. Earlier this year, Perigon announced the addition of Stephen Colavito (Investment Director), Courtney Holt (Chief Compliance Officer & Head of People) and Beth Bosworth (head of wealth planning) to its management team. The advisor-led firm has added teams and offices in four major markets since December 2021 and was recently named one of the RIA Channel’s 2022 Top 50 Wealth Managers by Asset Growth.
Mr. Sparolini said, “Perigon’s client-centric approach, strong investment management team and breadth of planning offerings made the decision to join the company easy. I look forward to working with Art and his team and building on my current success.
Mr. Taylor said, “I was determined to find a partner who not only understood our culture and appreciated the nuances of our business, but could also bring us the latest operational, custodial and investment solutions that would enable us to focus on what we do. best, which is to provide customers with a first-class service experience. In Perigon, I’m convinced I found that.
Mr. Paul concluded: “These exceptional professionals have had other opportunities, so we are grateful to them for choosing Perigon, which offers advisors an unparalleled level of flexibility and support, enabling them to provide clients with a first-rate service.
About Perigon Wealth Management
Founded, owned and directed by Lifetime Financial Advisors, Perigon Wealth Management, LLC is an independent RIA firm that provides clients with peace of mind by identifying and implementing clear, personalized plans to achieve the financial goals necessary to achieving their life goals. Additionally, Perigon Wealth Management offers financial advisors who join its platform a robust and flexible program that accommodates the widest possible range of affiliate structures and business models. With over $3 billion of client assets, Perigon Wealth Management is passionate about accelerating the business growth of its financial advisors and simplifying their operations, without sacrificing their independence. For more information, please visit https://perigonwealth.com/.
Donald Cutler or Lorene Yue
Haven Tower Group
424 317 4864 or 424 317 4854
[email protected] or [email protected]
SOURCE Perigon Wealth Management