Perigon Wealth Management, LLC’s Post

We're Growing Strong! 🦉📣 We're thrilled to announce we've been ranked # 8 on Financial Advisor Magazine's 2024 list of Fastest-Growing RIAs! This recognition reflects our unwavering commitment to helping our clients pursue their financial goals. But that's not all! We're also ranked: # 23 for firms with assets of $1 billion+ # 23 for RIA Discretionary & Non-Discretionary AUM 🙌 Thank you to our dedicated team and our incredible clients for making this possible! Read the full report here: https://ow.ly/sxNG50SBSo1 #SavantWealth #FinancialPlanning #Growth #RIA #ClientSuccess Disclosure: 2024 Financial Advisor (FA) Magazine RIA Ranking: The 2024 list, published in July 2024, includes more than 431 RIAs from across the nation and is based on a survey of the firms’ discretionary and nondiscretionary assets under management (AUM), as reported to the Securities and Exchange Commission (SEC) with the firm’s ADV filing as of March 31, 2024. Detailed criteria for ranking is not disclosed. Savant did not pay a fee to be included in this ranking.

This article from Financial Advisor magazine offers a comprehensive update on the current landscape for RIA's. It delves into key areas such as the M&A environment, the growing influence of private equity, and the escalating competition for talent within the industry. #FinancialAdvisor #RIA #PrivateEquity #MandA #TalentWar

Would like to see the outcome of the value reports of other firms who deploy a similar investment strategy

It’s #FindAnAdvisorFriday! This week we are featuring Chris Veilleux, CFP, CLU, FMA, FCSI, EPC, CEA, who is the #President and #CEO of Prairie Wealth Planning Consultants in #brandonMB. Find out more about him in The MoneySense Find a Qualified Advisor Tool (tap below). #itpaystoknow https://lnkd.in/eNhjDJmn #planning #investmentplanning #financialgoals #financialplanning #wealthmanagement #retirementplanning #canada

Bailard proudly announces its place among the 2024 FA Magazine Top RIAs. This marks the fifth consecutive year Bailard has achieved this recognition. Cheers to our Wealth Management team for your relentless dedication and remarkable service on behalf of our clients. https://lnkd.in/gYm9nVF4 Kindly note: Bailard does not endorse or control, either expressly or implicitly, the content posted by any third party and disclaims all comments made or information provided by non-Bailard employees. This achievement does not evaluate the quality of services provided to clients and is not indicative of Bailard’s future performance. The Financial Advisor list is published each July, and compiled through an annual survey that brings together independent RIAs across the country. To be eligible, firms must be independent registered investment advisors and file their own ADV statement with the SEC, and provide financial planning and related services to individual clients. Firms were recognized by their assets under management as of December 31, 2023; Bailard ranked #84 of 431 firms represented in the 2024 list. Bailard ranked #91 of 521 firms in 2023; #94 of 534 firms in 2022; #97 out of 607 in 2021; and #100 of 715 in 2020. There was no fee to enter.

Navigating the intricacies of regulated and non-regulated financial domains is pivotal in delivering holistic solutions to our clients. Here are some of the key areas that we focus on: FCA Regulated Business: - Risk Management: Shielding portfolios from uncertainties. - Effective Investment: Crafting tailored strategies for optimised returns. - Retirement Planning: Providing comprehensive solutions for a secure retirement. Non-Regulated Business: - Commercial Finance: Tailored solutions for business growth. - Tax Planning: Maximising efficiency and compliance. - Profit Extraction: Strategising for sustainable business growth. At Crownhouse we strive to deliver unparalleled value by seamlessly integrating regulated and non-regulated services, empowering our clients to achieve their financial aspirations with confidence and clarity. #Crownhouse #FinancialServices #IFA #RegulatedBusiness #NonRegulatedBusiness #RiskManagement #Investment #RetirementPlanning #CommercialFinance #TaxPlanning #ProfitExtraction

Firstly, I'm an advocate for transparency. And volunteer to support transparency initiatives. Thoughts on this SJP development: There are 175 clients per adviser. If advisers provided 2 comprehensive reviews per week, that leaves 75 orphaned paying OAFs for no service. Based on average case £150k, that works out about £500m per annum in redress. Going back 10 years to the introduction of OAF, that's about a 10x higher provision. The Telegraph mentioned this weekend, disturbingly, evidence suggests that SJP may have documented annual reviews that, according to client accounts, never occurred. Which brings into question whether the review is desk based, or are they contacting customers? I agree - Let's hope that their big institutional investors and the Financial Conduct Authority are using their clout to get to the bottom of this & not just accepting everything the company says at face value.

In the midst of the largest intergenerational wealth transfer ever, planning for the future has never been more important. “Defining the DNA of a wealthy family is both an art and a science, requiring a deep understanding of their unique needs and long-term goals,” says Jorn Wastyn, Quintet’s Group Head of Wealth Planning. “Through a well-defined governance structure, families can preserve individuality while collaboratively pursuing their shared vision for a richer life.” Each family’s strategic roadmap for the future reflects not only financial decision-making but also the personal convictions of all involved. This distinct combination is based on a relationship of trust with experienced professionals achieved through the investment of time and proximity, Wastyn explains together with Anne-Sofie van den Born Rehfeld, CEO of Harbour Family Governance. Read more about Quintet’s approach to wealth planning and download our guide to passing down wealth: https://lnkd.in/eM9f4f5Q Investing puts your capital at risk. #WealthPlanning #WealthManagement #PrivateBanking

A great start to the year for our commercial souring clients thanks to our highly experienced surveyor and Investment Agent, Chris Pritchard-Wilkes. 🎉 3 Commercial Deals - Completed 🙌 4 Commercial Deals - Agreed 🤞 2 Commercial Deals - Revised Offers In How did the deals stack? Swadlincote 1 - Agreed Price £253k, Yield On Purchase 11.46% Swadlincote 2 - Agreed Price £310k, Yield On Purchase 10.91% Newark - Agreed Price £168k, Yield On Purchase 8.33% Interested to know how we can help you source your next commercial deal? Send me a message and I'll explain how. #commercialproperty #CommercialDeals #dealsourcing #incomegeneration #ssas #pension #investmentproperty

Here's something we hear often from family office practitioners: It's not easy to engage the next generation of the family enterprise and get buy-in. Elke Rubach, of Rubach Wealth: Holistic Family Advisors™ offers a simple way to engage your next-gen clients. #familyoffice #familybusiness #wealth #FEA #FEC #CFA Canadian Family Offices