Perigon Wealth Management, LLC - San Francisco, California

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About Perigon Wealth Management, LLC

Perigon Wealth Management, LLC is a financial services firm based in the heart of San Francisco, California, at 201 Mission St #1825. This company specializes in providing comprehensive financial planning, expert financial advisory services, and tailored investment solutions to individuals and families seeking to optimize their wealth and achieve long-term financial goals. With a focus on personalized care and strategic guidance, Perigon Wealth Management operates as a trusted resource for those navigating complex financial decisions in a dynamic economic landscape.

Founded with a commitment to client-centered approaches, the firm leverages its expertise in asset management and financial strategy to help clients build and preserve wealth. While the company offers both online and on-site services, its physical presence at 201 Mission St #1825 makes it accessible to local residents and professionals. For those unable to visit in person, online appointment options are available, ensuring convenience for all clients. The firm's wheelchair-accessible features, including a car park, entrance, and toilet, demonstrate a dedication to inclusivity and accessibility for all individuals seeking its services.

Location and Accessibility

Perigon Wealth Management, LLC is conveniently located at 201 Mission Street, Suite 1825, in San Francisco, California. This address places the company in a bustling commercial district known for its financial institutions, dining, and cultural attractions, making it easily accessible by public transportation or personal vehicles. Clients can reach the office using the provided telephone number, 8779772555, or by visiting the official website at perigonwealth.com. The firm's commitment to accessibility is evident in its infrastructure, with features designed to accommodate individuals with mobility challenges, such as a wheelchair-accessible entrance, parking, and restroom facilities.

For visitors, the location offers ample opportunities for networking or exploring the city, enhancing the overall client experience. The company recommends booking appointments in advance to ensure a smooth interaction, as evidenced by its suggestion for online scheduling and preference for on-site visits. This approach not only streamlines the process but also allows the financial advisors to dedicate sufficient time to each client's unique needs.

Transportation and Surroundings

The proximity to public transit hubs, such as the Mission Street Muni station, facilitates easy travel for clients from various parts of San Francisco. Nearby amenities include restaurants, shops, and cultural sites, providing a pleasant environment for meetings or breaks. For those prioritizing accessibility, the wheelchair-friendly amenities ensure that all individuals can engage fully with the services offered.

Services Offered

At the core of Perigon Wealth Management, LLC's offerings are its financial planning, advisory, and investment services. These services are tailored to address the diverse financial needs of clients, ranging from retirement planning and estate management to portfolio diversification and risk mitigation. The firm's team of experienced advisors brings a wealth of knowledge to the table, enabling them to provide insightful guidance on investments, tax strategies, and long-term financial growth.

Key specialties include acting as a dedicated financial planner or advisor, helping clients map out their financial futures with clarity and precision. Investment services encompass a wide array of options, from stocks and bonds to alternative assets, with a focus on creating balanced portfolios aligned with individual risk tolerance and objectives. By emphasizing education and transparency, Perigon Wealth Management empowers clients to make informed decisions, fostering a collaborative relationship built on trust and expertise.

Online and In-Person Options

To cater to different preferences, the company offers both digital and traditional avenues for engagement. Online appointments can be scheduled through their website, allowing clients to connect remotely for consultations, while on-site services provide a more personal touch for in-depth discussions. This dual approach ensures flexibility, accommodating clients who value technological convenience or prefer face-to-face interactions. The absence of negative reviews suggests a generally positive client experience, though the lack of feedback means potential new clients should consider reaching out directly to inquire about specifics.

Recommendations for Potential Clients

For individuals or families seeking financial advice, Perigon Wealth Management, LLC presents a viable option in San Francisco. It is recommended to start by visiting their website to explore services, read any available informational resources, and schedule an initial consultation. Given the company's emphasis on personalized planning, clients should prepare to discuss their financial goals, current status, and any specific concerns they may have. This preparation can lead to more productive interactions and tailored strategies.

Considering the firm's accessibility features, potential clients with mobility issues can confidently visit the office, knowing that the environment is designed for comfort and ease. The recommendation to book appointments in advance applies to all clients, helping to avoid wait times and ensuring dedicated attention. While the average opinion rating is 0/5 due to the lack of reviews, the firm's proactive measures in service delivery and accessibility suggest a commitment to client satisfaction. For those new to financial planning, starting with a basic consultation can provide clarity on how Perigon Wealth Management can integrate into their financial journey.

Overall, Perigon Wealth Management, LLC stands out as a resource for professional financial guidance in a user-friendly setting. Clients are encouraged to leverage their expertise to navigate complex financial terrains, with the added benefit of a supportive and inclusive environment.

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"summary": "Perigon Wealth Management offers financial planning, advisory, and investment services in San Francisco with a focus on accessibility and personalized care.",
"keywords": ["financial advisor", "wealth management", "investment services", "San Francisco", "wheelchair accessible", "financial planning", "appointment booking", "asset management"],
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"language_used": "en"
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