Savvy snaps up Schwab advisor, LaSalle St. adds Atria OSJ, Perigon buys Vegas shop, other news from Modern Wealth, Freestone Capital and Thurston Springer.
/PRNewswire/ Perigon Wealth Management ("Perigon"), a rapidly growing independent wealth management firm with offices across the country and approximately.
/PRNewswire/ Perigon Wealth Management LLC ("Perigon" or "the firm") a rapidly growing independent wealth management firm with offices across the country.
Westport-based Nauset Wealth Management LLC (Nauset) has been acquired by San Francisco-headquartered Perigon Wealth Management for an undisclosed sum.