Perigon Wealth Management
Business details
- Category
- Financial Services · Financial advisor
- Address
- 201 1st St #204, Petaluma, CA 94952
- Phone
- (707) 283-0520
- Website
- perigonwealth.com
- County
- Sonoma County
Hours
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Clear financial guidance, personal attention, and plans built around your goals: that's what we offer at Perigon Wealth Management. We are a financial advisory practice based in Petaluma, serving individuals and families across Sonoma County and the North Bay.
Our work centers on helping clients organize their finances, plan for the future, and make confident decisions about their investments. We take the time to understand where you are today and where you want to go, then build a strategy that reflects those priorities.
Our approach is to explain each recommendation in plain language so you always know the reasoning behind it. Whether you are just starting to plan or are refining an established portfolio, we are here to offer thoughtful, personal guidance.
Visit our website to learn more about how we can help you pursue your financial goals.
Our work centers on helping clients organize their finances, plan for the future, and make confident decisions about their investments. We take the time to understand where you are today and where you want to go, then build a strategy that reflects those priorities.
Our approach is to explain each recommendation in plain language so you always know the reasoning behind it. Whether you are just starting to plan or are refining an established portfolio, we are here to offer thoughtful, personal guidance.
Visit our website to learn more about how we can help you pursue your financial goals.