Mary Ballin, Beth Bosworth, Eric Jardine, and Doug Wheat are the latest advisors to complete the Path to Partnership Program at the advisor-owned firm.

SAN FRANCISCO, April 10, 2025 – Perigon Wealth Management, LLC (“Perigon”), a rapidly expanding independent wealth management firm with offices nationwide and approximately $8.7 billion in client assets as of December 31, 2024, has announced that four advisors have successfully completed its Path to Partnership Program. This program is designed to strengthen the firm’s advisor-led and advisor-owned structure and philosophy.

According to Perigon CEO Arthur Ambarik, the Path to Partnership Program was created to recognize and reward passionate and dedicated Perigon advisors who embody the firm’s culture and values, allowing them to gradually acquire an ownership stake in Perigon. He emphasized that Perigon’s strength lies in its advisors, the technological and investment support it offers, and the flexibility it provides for growth and success.

The program offers advisors a route to earn equity in the company. The Path to Partnership is a program that provides select 1099 advisors with the chance to gain an ownership stake in the firm.

Perigon’s newest partners include:

• Mary Ballin: A Wealth Advisor and head of Perigon’s East Bay office. With over 20 years of experience, she holds CFP® and Certified Divorce Financial Analyst® designations. She leads a team of women focused on assisting women through significant life changes, such as divorce or the loss of a spouse. Ballin joined Perigon in 2020.
• Beth Bosworth: A Wealth Advisor who also manages Perigon’s financial planning initiatives. Based in the Atlanta office, she is a CFP® professional with over 15 years of experience in wealth management. Bosworth joined Perigon in 2021.
• Eric Jardine: A Wealth Advisor / Operations in Perigon’s Bay Area office. He contributes over 20 years of investment and technology experience. Jardine is responsible for portfolio management and the implementation of reporting, planning, and CRM systems that inform advisors’ strategic decisions and support their growth.
• Doug Wheat: A Wealth Advisor in Perigon’s Massachusetts office who joined the firm in 2024. Wheat has more than 15 years of wealth management experience, including experience in impact investing.

Ballin stated that Perigon empowers each advisor with significant autonomy to achieve individualized success, alongside providing the necessary support for that success. She emphasized that Perigon doesn’t just talk about growth but actively facilitates it, with the Path to Partnership program being a prime example of how Perigon transforms ambition into opportunity.

Since December 2021, Perigon, an advisor-led firm, has expanded its presence by adding teams and offices in six major markets. In January, Constellation Wealth Capital became a strategic investor in the firm. Perigon has been recognized as one of Financial Advisor Magazine’s Top 50 Fastest Growing RIAs and was included in the 2024 Forbes Top RIA list.

About Perigon Wealth Management
Perigon Wealth Management, LLC is a registered investment advisor founded, owned, and managed by experienced financial advisors. It aims to provide clients with peace of mind through tailored financial plans that help them achieve their life goals. Perigon also offers financial advisors a comprehensive and flexible platform with diverse affiliation structures and business models, enabling them to grow their businesses and streamline operations without compromising their independence. With approximately $8.7 billion in client assets as of December 31, 2024, Perigon Wealth Management is dedicated to accelerating the business growth of its financial advisors. For more information, visit .

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Global Banking & Markets (“GBM”) and its personnel are employees of Goldman Sachs & Co LLC and the structured notes, lending products, and custody services are GBM-sponsored products and services. GBM is not a part of Asset & Wealth Management or of Goldman Sachs Asset Management, L.P. (“GSAM”). Statements and representations made by GBM or GSAM should not be construed as investment advice.

Media Contact:
Donald Cutler or Lorene Yue
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¹Perigon provides investment advisory and related services for clients nationally; Perigon will maintain all applicable registrations and licenses as required by the various states in which it conducts business. For more information, please visit or the Security and Exchange Commission’s (“SEC’s”) website at and search with Perigon’s CRD# 131037.
²Learn more about Financial Advisor Magazine’s Top 50 Fastest Growing RIAs at and Forbes” Top RIA ranking methodology at .

SOURCE Perigon Wealth Management

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