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I have been working with Perigon Wealth Management, LLC for a while now, and they have been absolutely amazing. The team is highly professional and provides personalized advice tailored to my unique financial situation. They have helped me make informed decisions and have significantly improved my financial well-being. I can't recommend them enough.
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I have been a client of Perigon Wealth Management, LLC for a few years now, and I can't say enough good things about them. Their team is highly knowledgeable and always provides exceptional service. They have helped me achieve my financial goals and have been there for me every step of the way. I am grateful for their expertise and support.
Perigon Wealth Management, LLC：通过财务自由赋能您的未来
Perigon Wealth Management, LLC 是一家财务咨询公司，专门帮助个人和家庭实现其财务目标。 Perigon 拥有一支经验丰富的专业团队，为美国各地的客户提供个性化的财富管理服务。
在 Perigon，我们相信每个人都应该过上没有财务压力的生活。这就是为什么我们致力于帮助我们的客户创造通往财务自由之路的原因。无论您是计划退休、为孩子的教育储蓄，还是希望随着时间的推移增加财富，我们都可以提供帮助。
我们的方法
在 Perigon Wealth Management, LLC，我们采用整体方法进行财富管理。我们了解每个客户在财务方面都有独特的需求和目标。这就是为什么我们花时间在个人层面上了解我们的每一位客户。
我们首先对您当前的财务状况和未来目标进行深入分析。从那里，我们制定了专门为您设计的定制计划。在您实施计划并在此过程中进行调整时，我们的团队将在每一步与您合作。
我们的服务
Perigon Wealth Management 提供全面的财富管理服务，旨在帮助我们的客户实现其长期财务目标：
投资管理：我们将与您合作，制定专门针对您的需求和风险承受能力量身定制的投资策略。
退休规划：无论您是刚开始退休还是接近退休年龄，我们都可以帮助确保您有足够的退休储蓄。
遗产规划：我们将与您和您的律师一起制定一份遗产规划，确保您的资产在您死后按照您的意愿进行分配。
税务规划：我们的团队将通过战略性税务规划策略帮助最大限度地减少纳税义务，同时最大限度地提高投资回报。
保险规划：我们将审查保险范围的所有方面，包括人寿保险政策，以便它们与总体目标保持一致，同时尽可能降低成本。
为什么选择 Perigon？
个人选择 Perigon Wealth Management 作为他们值得信赖的顾问的原因有很多：
经验 - 我们的团队在与高净值人士打交道的行业中拥有数十年的经验。
个性化服务 - 在 Perigon Wealth Management LLC.，每位客户都会从一位或多位顾问那里获得个性化的关注，这些顾问只致力于实现他/她的特定目标。
透明度 - 我们相信费用透明，这样就不会出现意外。
独立性——作为一个独立的公司，不受任何特定产品供应商或公司隶属关系的束缚；这使我们在选择最适合满足个别客户需求的产品时具有更大的灵活性。
技术驱动的解决方案——利用尖端技术工具帮助我们以比传统公司更低的成本提供更好的服务。
结论
如果您正在寻找有关如何最好地管理财务的专家指导，那么 Perigon Wealth Management LLC 就是您的最佳选择！凭借多年提供一流建议的宝贵经验以及整个过程的透明度；请放心，知道一切都已妥善处理，没有任何隐藏费用潜伏在角落里，等着给毫无戒心的客户带来惊喜！
perigonwealth.com
