Former Commonwealth Team Joins Perigon as
Advisors
SAN FRANCISCO, June 27, 2024 /PRNewswire/ -- Perigon Wealth
Management LLC ("Perigon"), a rapidly growing independent wealth
management firm with offices across the country and approximately
$7.75 billion as of March 31, 2024,1 in client assets,
today announced the acquisition of Creative Financial Planning Inc.
of New York, a firm with
approximately $150 million in assets
under management (AUM). Terms were not disclosed.
Creative Financial Planning's Founder and CEO Lisa Hayes, CFP®, ChFC, AIF®, and COO
Daniel Gwizdak, CFP®, will become
wealth managers and partners at Perigon. The team was formerly with
Commonwealth Financial Network.
"Together, Lisa and Daniel built an incredible
relationship-driven practice that focuses on the needs of their
community," said Perigon CEO Art
Ambarik. "Lisa began her career in the wealth management
industry to invest profits from her successful small business and
welcomed Daniel to her team as a student intern. Their incredible
story, decades of service and passion, dedication and knowledge of
the wealth management industry are the perfect complement to
Perigon's culture."
Hayes, a life-long entrepreneur, began her financial services
career after researching how to invest profits from her
Hamptons-based cleaning service. She started at an estate planning
company and then launched Creative Financial Planning in 1985 to
help families and business owners like herself manage their wealth.
Gwizdak served as an intern with the firm, joining full-time in
2007 and becoming the chief operating officer in 2016.
Perigon is an advisor-led firm that has added teams and offices
across six major markets since December
2021. Perigon was named one of RIA Channel's 2022 Top 50
Wealth Managers by Growth in Assets and included on the Forbes Top
RIA list.2 In September
2022, the firm announced a merger with PM Wealth Management
LLC, and formed a strategic alliance with Prager Metis CPAs LLC, a
tax advisory firm. In November of that year, Perigon announced it
acquired Nauset Wealth Management LLC, and expanded its
Atlanta office.
About Perigon Wealth Management
Perigon Wealth
Management, LLC is a registered investment advisor. Founded, owned
and led by lifelong financial advisors, Perigon Wealth Management
is an independent RIA firm that strives to provide clients with
peace of mind by identifying and implementing clear and customized
plans to achieve the financial objectives necessary to realize
their life goals. Additionally, Perigon Wealth Management offers
financial advisors who join its platform a robust and flexible
program that accommodates the widest possible array of affiliation
structures and business models. With approximately $7.75
billion in client assets as of March 31, 2024, 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.
1 Perigon provides investment advisory
and related services for clients nationally; Perigon will maintain
all applicable registrations and licenses as required by the
various states in which it conducts business. For more information,
please visit www.perigonwealth.com or the Security and Exchange
Commission's ("SEC's") website at www.adviserinfo.sec.gov and
search with Perigon's CRD# 131037.
2 Learn more about RIA Channel's 2022 Top 50
Wealth Managers at
https://www.riachannel.com/2022-top-50-wealth-managers-by-growth-methodology/
and Forbes" Top RIA ranking methodology at
https://www.forbes.com/sites/rjshook/2022/10/25/methodology-americas-top-ria-firms-2022/?sh=4058511e17d9
Media inquiries:
Lorene
Yue
Haven Tower Group
424 317 4854
lyue@haventower.com
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SOURCE Perigon Wealth Management