RIA Roundup: Perigon Wealth Does Deals with Stakeholders, Cognizant
Six firms reported making moves this week, while Mission Wealth intro'd trust services and Taylor Frigon launched new family office.
Source: wealthmanagement.com
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Perigon Wealth Management Acquires Stakeholders Capital, Facilitates Cognizant Wealth Advisors Affiliation Representing a Combined $245 Million AUM
/PRNewswire/ -- Perigon Wealth Management LLC ("Perigon" or "the firm") — a rapidly growing independent wealth management firm with offices across the country...
Source: prnewswire.com