Perigon Wealth Management

Perigon Wealth Management is a wealth management firm in Syracuse, NY, located at 507 Plum St #102. The firm provides fiduciary financial advice that connects investment management, financial planning, tax strategy, and legacy planning into a single coordinated approach. It serves individuals and business owners navigating major life transitions, business exits, or complex tax situations. The firm offers access to institutional investment opportunities such as private equity, direct indexing, and securities-backed lending, while maintaining a fee-only structure with no commissions. It holds a 5.00 rating based on customer reviews.

Phil Hart founded the firm in 2004 to build a practice centered on people rather than products. Arthur Ambarik joined in 2013, and together they established a model where advisors share knowledge and collaborate across disciplines instead of competing for sales. The firm employs a team of wealth advisors, investment analysts, financial planning associates, and specialists who support the client relationship. Advisors maintain dedicated focus areas for specific client types, including athletes, impact investors, and business owners. The firm coordinates directly with a client’s existing CPA, estate attorney, or M&A advisor to ensure all financial decisions move together.

The firm’s approach addresses the gap between planning and investment management. It constructs portfolios around a client’s income, equity, and life goals, using strategies like tax-loss harvesting and values-aligned investing. For business owners, the firm provides exit planning that maps tax exposure, structures sales, and integrates proceeds into a long-term investment strategy. Legacy planning services help update estate documents to reflect current life changes and structure intentional philanthropy. The firm also offers tax planning that looks across multiple years to manage liability from equity, career changes, or liquidity events.

The firm’s strengths are reflected in its perfect customer rating and its fiduciary commitment. As fiduciaries, the advisors are legally required to act in the client’s interest, ensuring recommendations are shaped by what is right for the client rather than sales quotas or commissions. The firm provides a collaborative, full-circle service that integrates complex financial needs into a clear, personalized plan.

Perigon Wealth Management brings a collaborative, fiduciary approach to wealth management in Syracuse, ensuring that every financial decision is connected to the client’s broader life goals.

Located on Plum St in Syracuse, NY, the firm sits about 0.1 miles from the United States Post Office and a short distance from West Genesee Street.

BizScoreAI awarded the firm a Content Quality score of 100 out of 100, which means the website clearly answers customer questions and provides descriptions that AI assistants can quote directly. The firm also received a Technical score of 93 out of 100.