RIA Roundup: Hightower Adds CPA Firm in Latest Deal
Hightower has added a subsidiary tax practice, while no less than five other deals were announced this week and new execs were named.
Source: wealthmanagement.com
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Perigon Wealth Management Acquires $330 Million Nauset Wealth Management in Connecticut
/PRNewswire/ -- Perigon Wealth Management ("Perigon" or "the firm") — a rapidly growing independent wealth management firm with offices across the country and...
Source: prnewswire.com
Perigon Wealth Management Recruits More Than $750M in AUM
The additions of a Bay area advisor and Delaware-based Greenville Financial Group touted as a testament to Perigon’s support and flexibility.
Source: wealthmanagement.com
PERIGON WEALTH MANAGEMENT SUCCESSFULLY RECRUITS ADVISORS WITH OVER $750 MILLION IN ASSETS UNDER MANAGEMENT
/PRNewswire/ -- Perigon Wealth Management ("Perigon" or "the firm") – a rapidly growing independent wealth management firm with offices across the country and...
Source: prnewswire.com
Perigon Wealth Management Recruits More Than $750M in AUM
The additions of a Bay area advisor and Delaware-based Greenville Financial Group touted as a testament to Perigon’s support and flexibility.
Source: wealthmanagement.com