Stephen
Swift
Perigon Wealth Management, LLC
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About this Advisor
Stephen Swift is a financial advisor based in Syracuse, New York, working with Perigon Wealth Management, LLC. Stephen has previously held positions at Blue Water Capital Management, LLC, North East Financial Alliance, LLC, Stephen D. Swift, Sole Proprietor, and Perigon Wealth Management, LLC Dba Blue Water Capital Management. Stephen has passed the Series 63 regulatory exam and is registered to provide services in New York and Texas. Currently, Stephen is part of Perigon Wealth Management, LLC, which operates out of Syracuse, New York. The firm has 40 offices and 133 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Perigon Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Perigon Wealth Management, LLC Brokerage Details
$6,940,945,795
133
11,428
$607,363
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Stephen Swift Work History
Perigon Wealth Management, LLC Dba Blue Water Capital Management
Blue Water Capital Management, LLC
North East Financial Alliance, LLC
Stephen D. Swift, Sole Proprietor
Disclosures
Please visit the SEC profile of Stephen Swift to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Perigon Wealth Management, LLC
Scottsdale, AZ
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Amherst, MA
San Francisco, CA
San Francisco, CA
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