Perigon Wealth Management has acquired Gitterman Wealth Management, LLC for an undisclosed amount. Gitterman Wealth Management, with over 25 years of experience, specializes in providing comprehensive financial management solutions to individuals in the academic community, business owners, and high net worth clients across the United States. The firm advises on more than $1 billion in assets and is recognized for its focus on sustainable investing through its SMART (Sustainability Metrics Applied to Risk Tolerance) Investing Solutions.
This acquisition strategically enhances Perigon Wealth Management’s capabilities and expands its geographic footprint. Gitterman Wealth Management brings a deep understanding of financial and retirement planning, investment management, estate planning, and tax and insurance guidance. Its established expertise in aligning investments with sustainable future solutions presents a significant complement to Perigon’s existing offerings, catering to a growing demand for values-aligned financial advice.
The integration of Gitterman’s specialized services and client relationships into Perigon’s platform is expected to generate substantial synergies. The combination aims to offer a more robust and diverse range of financial planning and wealth management options to an expanded client base. Gitterman’s partners, including Jeffrey L. Gitterman, known for his thought leadership in sustainable finance, are anticipated to bring continued expertise to the combined entity.
Looking forward, the unified firm is positioned to leverage Gitterman’s sustainable investing framework and client focus within Perigon’s broader operational structure. This move is designed to create an even more comprehensive wealth management offering, delivering enhanced value and specialized guidance to clients navigating complex financial landscapes. The acquisition reinforces Perigon's commitment to growth and diversified service provision.