Announced
Financials
Tags
Merger
Single Bidder
Friendly
United States
wealth management
Domestic
Asset Managers and Custodians
Majority
Private
Pending
Synopsis
Perigon Wealth Management, an independent wealth management firm, agreed to merge with PM Wealth Management, a financial planner. Financial terms were not disclosed. "We are thrilled to have PM Wealth Management's team of talented advisors bring their expertise to our firm. This partnership broadens our tax advisory referral resources via Prager Metis to our clients, while establishing Perigon as the wealth management referral firm of choice for the clients of Prager Metis," Jonathan Hoy, Perigon Chief Operating Officer.
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