Perigon Wealth Management Welcomes Gitterman Wealth Management
$1.3 Billion, New Jersey Firm Led by Two Experienced Wealth Managers with Retirement, Impact Focus
Partnership Unites Two Firms Committed to Delivering Client Value, Cultural Alignment and Sustainable Growth
SAN FRANCISCO, Oct. 1, 2025 /PRNewswire/ -- Perigon Wealth Management, LLC ("Perigon"), a rapidly growing investment advisory firm with offices across the country and approximately $9.3 billion in client assets as of Sept. 1, 20251, announced it has acquired Gitterman Wealth Management and Gitterman Asset Management.
The Edison, New Jersey-based firms manage $1.3 billion in total client assets. The team of six wealth managers specialize in working with individual investors, as well as college and university professionals via the New Jersey Alternate Benefit Program (ABP) and the Public Employee Retirement System (PERS). Gitterman partners Jeffrey Gitterman and Eli Rauch will become Managing Directors at Perigon.
The acquisition reflects Perigon's focus on partnering with firms whose values, culture and client-centric approach are consistent with its own, ensuring growth is measured not just in assets, but in the strength of shared principles.
"Perigon's growth strategy is rooted in partnering with firms and individuals who align with our culture and add tangible value for clients," said CEO Arthur Ambarik. "We are expanding thoughtfully, with the conviction that growth and principles go hand in hand. Jeff and Eli share this perspective, and I look forward to working with them to strengthen both our profession and the communities we serve."
With the addition of Gitterman Wealth Management, Perigon's total assets under management will be approximately $10.6 billion following the completion of the transaction.
Gitterman is a recognized leader in the climate-focused investing field with an emphasis on climate adaptation and resilience. He founded Gitterman Wealth Management in 2000 to provide wealth management services to high-net-worth individuals and higher education professionals. He is the co-founder of the firm's suite of global climate-aware allocation strategies available to financial advisor firms and individual investors.
Jon Hoy, President of Corporate Development, adds, "We are thrilled to welcome Jeff, Eli and their entire team to Perigon. Many of us have known and respected Jeff for years, and we admire the business and culture that he and Eli have built. This partnership is rooted in trust, shared values, and long-standing relationships. Bringing our organizations together will strengthen our capabilities while preserving what makes both firms unique—a deep commitment to our clients and our people."
Rauch began his financial services career in the banking sector before joining Gitterman Wealth Management as an advisor in 2000. He became a partner a decade later and focuses on high-net worth individuals, small business owners, foundations and endowments.
Gitterman added, "We work with multiple generations of clients and partnering with Perigon ensures we can address the wealth management needs of our clients' families well into the future. Perigon's strength and reputation in impact investing made our decision to join this team easy and will allow our team to continue to enhance our asset management strategy for our individual and institutional clients."
About Perigon Wealth Management
Perigon Wealth Management, LLC is a registered investment advisor. Founded, owned and led by lifelong financial advisors, Perigon Wealth Management is an independent RIA firm that strives to provide clients with peace of mind by identifying and implementing clear and customized plans to achieve the financial objectives necessary to realize their life goals. Additionally, Perigon Wealth Management offers financial advisors who join its platform a robust and flexible program that accommodates the widest possible array of affiliation structures and business models. With approximately $9.3 billion in client assets as of September 1, 2025, Perigon Wealth Management is passionate about accelerating the business growth of its financial advisors and simplifying their operations, without sacrificing their independence. For more information, please visit https://perigonwealth.com.
1 Perigon 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 www.perigonwealth.com to obtain a copy of the Firm's ADV or the Security and Exchange Commission's ("SEC's") website at www.adviserinfo.sec.gov and search with Perigon's CRD# 131037. |
Media Contact:
Donald C. Cutler or Lorene Yue
Haven Tower Group
424 317 4864 or 424 317 4854
dcutler@haventower.com or lyue@haventower.com
View original content:https://www.prnewswire.com/news-releases/perigon-wealth-management-welcomes-gitterman-wealth-management-302571820.html
SOURCE Perigon Wealth Management