Business Details
Your Trusted Partner for Comprehensive Financial Planning
Perigon Wealth Management is a dedicated team of financial professionals committed to helping individuals, families, and organizations achieve financial peace of mind. With a focus on holistic wealth management, we align investment strategies with clients' personal values and long-term goals. Our collaborative approach emphasizes transparency, personalized service, and sustainable investing practices. We specialize in navigating complex financial scenarios, including tax planning, estate management, and life transitions, while leveraging decades of industry expertise.Our team combines deep knowledge of investment management with a commitment to ethical standards, ensuring clients receive actionable advice tailored to their unique circumstances. By prioritizing client education and clear communication, we empower clients to make informed decisions about retirement planning, portfolio management, and generational wealth transfer. Our independence as a Registered Investment Advisor allows us to select solutions solely in clients' best interests, fostering trust through consistent, values-driven service.
Services
Financial Planning
Investment Management
Retirement Planning
Estate Management
Tax Strategy
Sustainable Investing
Wealth Transfer
Life Transition Planning
Portfolio Management
Risk Assessment
Highlights and features
- We offer holistic wealth management aligned with your values and goals
- Our team has decades of experience in sustainable and values-aligned investing
- We provide personalized solutions for complex financial scenarios and life transitions
- Our independence as a Registered Investment Advisor ensures unbiased recommendations
- We combine deep industry expertise with a commitment to ethical standards
Associations and certifications
- SEC
Services
Financial Planning
Our financial planning service creates customized roadmaps for clients to achieve long-term financial goals. We analyze income, expenses, investments, and risk tolerance to develop comprehensive strategies that address retirement, education funding, and estate planning. By integrating tax-efficient solutions and adapting to life changes, we help clients build sustainable financial futures aligned with their personal values and priorities.
Investment Management
We provide tailored investment management solutions that balance growth potential with risk management. Our open-architecture platform selects from diverse investment options to create diversified portfolios reflecting clients' financial objectives and ethical considerations. Through ongoing monitoring and rebalancing, we maintain alignment with market conditions and evolving client needs while emphasizing cost-effectiveness and long-term performance.
Retirement Planning
Our retirement planning service addresses all aspects of pre- and post-retirement financial needs. We optimize Social Security benefits, pension distributions, and tax-efficient withdrawal strategies while coordinating estate planning elements. By analyzing cash flow requirements and longevity factors, we develop sustainable income plans that maintain clients' desired lifestyle throughout retirement while minimizing tax liabilities and market risks.
Sustainable Investing
We specialize in creating values-aligned investment portfolios that integrate environmental, social, and governance (ESG) factors. Our approach combines rigorous impact analysis with financial performance considerations to deliver customized solutions meeting clients' ethical standards without compromising returns. Through partnerships with leading ESG research firms, we provide transparent reporting on portfolio sustainability metrics and impact outcomes.
Life Transition Planning
Our life transition planning addresses major financial changes including career shifts, divorce, inheritance, and business succession. We develop strategies for managing concentrated stock positions, liquidity events, and intergenerational wealth transfer while minimizing tax implications. By coordinating legal, insurance, and investment components, we ensure smooth transitions that protect and preserve wealth through significant life changes.
People
Mark Bateman
Head of Values-Aligned Research
Internationally recognized ESG expert with 20+ years in sustainable investing. Former Director of Research at IW Financial and Vice President at IRRC. Currently pursuing PhD in Public Administration while leading values-alignment solutions at BlackRock's SMA Solutions unit.
Jamie Nulph
Senior Climate Specialist
Climate finance expert with 15 years in sustainable investing. Advises institutional investors on climate risk assessment and opportunity analysis. Former London-based ESG researcher and founder of Bay ESG networking group. Holds MSc in International Relations from LSE.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering retirement, estate, tax, and education planning, along with investment management and life transition strategies tailored to your specific needs.
How do you incorporate sustainable investing?
We integrate ESG factors through customized values-aligned portfolios using BlackRock's SMA Solutions and Aperio's research, ensuring investments reflect your ethical priorities without compromising returns.
What experience do your advisors have?
Our team includes experts with decades of experience in sustainable investing, including former leadership roles at MSCI, BlackRock, and ESG research firms, with advanced degrees in finance and public policy.
How are your services priced?
We use transparent fee structures based on assets under management. Specific pricing details are discussed during our initial consultation to ensure alignment with your investment goals.
Do you work with out-of-state clients?
Yes, we serve clients nationwide through virtual consultations and digital tools while maintaining local expertise in Oregon and California markets.
What makes you different from other advisors?
Our unique combination of ESG expertise, personalized approach, and independence as a Registered Investment Advisor allows us to deliver values-aligned solutions with complete transparency.
Reviews (1)
Maggie Swift
Aug 16, 2020
Report
Positive:Professionalism,Responsiveness
BWCM has been managing my Roth and 401k plans for a few years now---they are extremely knowledgable about the markets and I love how educational they are. Appreciate the quick communication and insight as I build my portfolios.
BWCM has been managing my Roth and 401k plans for a few years now---they are extremely knowledgable about the markets and I love how educational they are. Appreciate the quick communication and insight as I build my portfolios.
