Perigon Wealth Management has added two new firms to its roster of strategic partners.
The company recently announced that it has added Stakeholders Capital and Cognizant Wealth to its list of firms that it works with to provide investment advice and management services to its clients.
Stakeholders Capital is a registered investment advisor based in Cambridge, Massachusetts.
The firm is known for its focus on socially responsible investing and its commitment to providing clients with investment solutions that align with their values.
Perigon Wealth Management’s partnership with Stakeholders Capital will allow the firm to offer its clients access to a range of socially responsible investment options.
Cognizant Wealth is a wealth management firm based in San Francisco, California.
The firm specializes in providing investment advice and management services to high net worth individuals and families.
Perigon Wealth Management’s partnership with Cognizant Wealth will allow the firm to expand its offerings to clients who are looking for tailored investment solutions.
Perigon Wealth Management is a registered investment advisor that provides investment advice and management services to individuals, families, and institutions.
The company is known for its focus on providing customized investment solutions that are tailored to the unique needs of each client.
Perigon Wealth Management’s partnerships with Stakeholders Capital and Cognizant Wealth are part of the company’s ongoing efforts to expand its offerings and provide clients with access to a wider range of investment options.
The company’s strategic partnerships with other firms in the industry allow it to leverage the expertise and resources of these firms to better serve its clients.
In addition to its partnerships with other firms, Perigon Wealth Management also has a team of experienced investment professionals who work closely with clients to develop customized investment strategies.
The company’s investment process is built around a rigorous research and due diligence process that ensures that each investment option is thoroughly vetted before it is added to a client’s portfolio.
Overall, Perigon Wealth Management’s partnerships with Stakeholders Capital and Cognizant Wealth are a testament to the company’s commitment to providing clients with access to the best investment options available.
With its focus on customized investment solutions and its partnerships with other firms in the industry, Perigon Wealth Management is well positioned to help clients achieve their financial goals.