Perigon Wealth Management
Profile reviewed by the Coyote Wealth Editorial Team — researchers and writers with experience across leading Wall Street financial institutions. Updated May 5, 2026.
Comprehensive Wealth Management for Tech & Business Leaders
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Claim This Profile →About Perigon Wealth Management
Perigon Wealth Management is a San Francisco-based fee-only RIA specializing in financial planning and investment management for technology professionals, startup founders, and executives with equity compensation. Their team of CFPs and CPAs provides integrated tax planning, RSU/option strategies, and comprehensive wealth management to help Silicon Valley clients navigate complex financial decisions and build lasting wealth.
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