Perigon Wealth Management Onboards $170 Million Harrigan Group Team

Perigon Wealth Management – a rapidly growing independent wealth management firm with offices across the country and about $8.2 billion in client assets as of June 30, 2024 – announced it expanded its Florida network with the addition of the Harrigan Group. And Robert Harrigan and his son Evan Harrigan have joined Perigon’s Boca Raton, Florida, office from UBS, where they oversaw $170 million in total client assets.

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Harrigan comes to Perigon with over 40 years of wealth management experience, including his most recent role as a Senior Vice President, Private Wealth Advisor at UBS. In 2003, he launched and led a team at Merrill Lynch that delivered elite wealth management services. He also served as Chief Investment Officer of the Chase Manhattan Global Private Bank.

Perigon is an advisor-led firm that has added teams and offices across six major markets since December 2021. In January, the firm welcomed Constellation Wealth Capital as a strategic investor.

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KEY QUOTES:

“The fragmentation of the wealth management industry provides advisors with so many affiliation options but few that provide the flexibility and support that are the backbone of Perigon’s offering. As we continue to expand our team, we aim to bring aboard experienced advisors like Robert, who will enhance the services Perigon provides and benefit from the technology, business development, and personalized support we offer.”

• Arthur Ambarik, Perigon’s CEO

“Every day, I work with my clients to help them build a legacy. When I started thinking about mine, I knew I needed a different kind of partner. I am excited to join Perigon and access the tools and solutions that will allow me to strengthen and build client relationships while building a lasting legacy for my family.”