Perigon Wealth Management, an independent wealth management firm with offices across the country and approximately $11.2 billion in client assets as of Dec. 31, 2025, has announced three more team members have completed the firm's innovative Path to Partnership Program.
Perigon launched its Path to Partnership Program in 2024 to provide a way for team members and certain 1099 advisors to earn a partnership stake. Perigon's newest partners are:
Chris Spires, a wealth adviser who is a CFO and key adviser in financial matters. He also has a retirement plan consulting practice which helps small businesses manage their corporate 401(k) plan. Spires joined Perigon in 2021.
Scott Yi, a wealth adviser and head of alternative investments, provides strategies for business owners and medical and tech professionals. He specializes in alternative assets including private equity, hedge funds, private credit, private real estate and digital assets. Yi joined Perigon in
