Perigon Wealth Management – a rapidly growing independent wealth management firm with offices nationwide and about $8.7 billion in client assets as of Dec. 31, 2024 – announced it enhanced advisor support by engaging with Goldman Sachs Custody Solutions (GSCS). And Perigon’s custodial addition deepens the firm’s engagement with Goldman Sachs, building upon its existing relationship with Goldman Sachs Asset Management.
As RIAs are growing and becoming more complex, they are looking to reduce the number of providers they work with to a narrower set of multi-faceted partners that can deliver across multiple verticals of their business. And Goldman Sachs’ Asset Management and Global Banking & Markets franchises are designed to meet the needs of modern RIAs.
Perigon is an advisor-led firm that has added teams and offices across six significant markets since December 2021. And in January, the firm welcomed Constellation Wealth Capital as a strategic investor.
KEY QUOTES:
“As we continue to grow and attract elite advisors from across the wealth management landscape, it’s critical that we continuously improve our services and solutions that enable our advisors to serve their clients’ needs. We are excited to expand our relationship with Goldman Sachs through the engagement of Goldman Sachs Custody Solutions. Our advisors will have access to more investment options to support their clients’ needs and interests.”
– Perigon CEO Arthur Ambarik
“We are proud to support Perigon, one of the fastest growing RIAs in the country, by providing their advisors access to Goldman Sachs’ industry-leading solutions and capabilities through our holistic approach to serving RIAs.”
– Bill Dalton, Head of RIA Custody Sales at Goldman Sachs
