Perigon Wealth Management
About
Perigon Wealth Management is a wealth management firm in Syracuse, part of the city’s banking, finance and insurance community. Wealth managers typically help clients plan for goals such as retirement and look after their investments. The firm’s focus is on helping clients grow and protect what they have built.
Working with a local advisor means face-to-face conversations with someone who understands the Central New York economy, from family businesses to major employers. The firm is also tied into the region’s manufacturing community through MACNY.
What to Know
- It is a wealth management firm based in Syracuse.
- Wealth management usually covers investments and long-term planning.
- The firm is a member of MACNY, the Manufacturers Association of Central New York.
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