Perigon Wealth Management LLC, an independent wealth management firm and registered investment adviser with offices across the country and approximately $7.75 billion in client assets as of March 2024, announced the acquisition of Creative Financial Planning Inc. of New York. Creative Financial Planning has approximately $150 million in assets under management. Terms of the acquisition were not disclosed.
Lisa Hayes, CFP, ChFC, AIF, Creative Financial Planning’s founder and chief executive officer; and Daniel Gwizdak, CFP, Creative’s chief operating officer, will become wealth managers and partners at Perigon. The team was formerly with Commonwealth Financial Network.
“Together, Lisa and Daniel built an incredible relationship-driven practice that focuses on the needs of their community,” said Art Ambarik, Perigon CEO. “Lisa began her career in the wealth management industry to invest profits from her successful small business and welcomed Daniel to her team as a student intern. Their incredible story, decades of service and passion, [and] dedication and knowledge of the wealth management industry are the perfect complement to Perigon’s culture.”
Hayes, a life-long entrepreneur, began her financial services career after researching how to invest profits from her Hamptons-based cleaning service. She started at an estate planning company and then launched Creative Financial Planning in 1985 to help families and business owners like herself manage their wealth. Gwizdak served as an intern with the firm, joining full-time in 2007 and becoming the COO in 2016.
Perigon is an adviser-led firm that has added teams and offices across six major markets since December 2021. In September 2022, the firm announced a merger with PM Wealth Management LLC, and formed a strategic alliance with Prager Metis CPAs LLC, a tax advisory firm. In November of that year, Perigon announced it acquired Nauset Wealth Management LLC, and expanded its Atlanta office.
Earlier this year, Perigon acquired Blue Water Capital Management LLC of New York and Lumin Financial LLC of Michigan, firms with collective AUM of approximately $375 million at the time of merging.
Perigon Wealth Management is an independent RIA firm with more than $7.75 billion in client assets as of March 31, 2024. PM Wealth Management is a full-service RIA that provides advice on retirement, insurance, tax plans from its primary offices in New York and New Jersey. Prager Metis is an accounting and advisory firm, offering accounting, audit, tax, consulting, and international services.
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