Greenville Financial Group

Empower Your Future. Plan to Thrive.

Financial services in Wilmington, DE (show on map)

5.0

★★★★★

1 reviews

Perigon Wealth Management offers fiduciary financial planning, investment management, and sustainable investing solutions tailored to individual values and goals.

Call (302) 658-5800

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About

Perigon Wealth Management, LLC is an SEC registered investment advisor dedicated to helping clients achieve financial peace of mind through personalized financial planning, investment management, and sustainable investing. As fiduciaries, they act solely in their clients' best interests, offering transparent compensation structures and customized portfolios that reflect individual risk tolerance, liquidity needs, and values.

Their services include comprehensive wealth management, tax planning, retirement planning, and specialized advice for executives, business owners, individuals, families, organizations, athletes, musicians, and complex family matters. Perigon emphasizes holistic wealth management, aligning investments with clients' values, and providing sound, actionable advice across various life transitions and financial challenges.

Fiduciary commitment

Sustainable investing focus

Customized client strategies

Transparent fee structure

Services

Financial Planning

Holistic wealth management tailored to individual goals, risk tolerance, and values.

Risk assessment Liquidity planning Tax optimization Retirement planning

Investment Management

Agnostic investment selection focused on client best interests and sustainable values.

Strategic asset allocation Tax-efficient portfolios Sustainable investing options

Sustainable Investing

Aligning investments with personal values through ESG-focused strategies.

ESG screening Impact reporting Positive impact investments

Executive & Business Owner Services

Specialized financial and tax planning for executives and business owners.

Equity compensation planning Liquidity event guidance Tax-efficient income planning

Individual & Family Wealth Management

Comprehensive planning for education funding, retirement, estate planning, and life transitions.

Education funding strategies Estate and legacy planning Charitable giving planning

Organizational Wealth Management

Aligning institutional assets with mission-driven investment strategies.

Mission-aligned investing Liability and funding requirement analysis Portfolio optimization

Credentials & Certifications

CFA

Since 2005

ChFC

Since 2010

ESG Certification

Since 2018

CWS

Since 2015

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What is a fiduciary and why is it important? +

A fiduciary is an advisor legally obligated to act in the client's best interests, ensuring transparent and ethical financial advice.

How does Perigon align investments with personal values? +

Perigon offers sustainable investing options that screen for environmental, social, and governance (ESG) factors, allowing clients to reduce exposure to undesirable industries and target positive impact investments.

What types of clients does Perigon serve? +

Perigon serves a wide range of clients including executives, business owners, individuals and families, organizations, athletes, musicians, and those navigating complex family matters.

How are fees structured at Perigon? +

Perigon is compensated transparently through advisory fees on managed assets or flat-dollar fees defined by the scope of the engagement, ensuring clarity and alignment with client interests.

What distinguishes Perigon's investment approach? +

Perigon is agnostic to products and selects investments solely based on the client's best interests, focusing on strategic asset allocation, tax efficiency, and personalized portfolio construction.

Can Perigon help with sustainable investing? +

Yes, Perigon provides customized sustainable investing strategies, impact reporting, and the ability to align portfolios with specific environmental and social values.