Perigon Wealth Management, an independent wealth management firm with more than $4 billion in client assets under management, acquired Nauset Wealth Management LLC of Connecticut and recruited Tom Tolleson to join its new Atlanta office.
Nauset is a four-person registered investment advisor with $330 million in assets under management and a focus on financial planning and portfolio management.
The firm was founded by Michael Lombardo who has more than 20 years of financial services experience as an investment manager, consultant and marketing manager. Lombardo and David Bauer, who also services clients as a financial advisor, will both join Perigon as partners and wealth advisors. Bauer, who has more than 30 years of industry experience, was also a founding partner of Casey Quirk, the largest global consultant that serves investment companies.
“We are thrilled to continue adding expertise to our team and are confident that Michael, David and their team in addition to Tom will enhance our presence in the northeast and southeast,” said Art Ambarik, Perigon’s chief executive officer. “These additions demonstrate the strength of our business, which is rooted in providing advisors flexible affiliation models, multiple custodial relationships and the ability to seamlessly plug into a digital client prospecting platform.”
“We are excited to join Perigon at such a dynamic time for the firm, Perigon was the right partner to help grow our practice while maintaining our client-centric culture,” said Lombardo.
Perigon also announced that Tolleson, previously a wealth advisor at Catalyst Wealth Management LLC in Atlanta, joins Perigon’s new Atlanta office as a financial advisor.
Tolleson joins Stephen Colavito, chief investment officer, Courtney Holt, chief compliance officer & head of people, and Beth Bosworth, head of wealth planning, in the Atlanta office. Colavito and Bosworth are also among the five financial advisors in the Atlanta office.
Perigon has added teams and offices across four major markets since December 2021. In September, the firm announced a merger with PM Wealth Management and formed a strategic alliance with Prager Metis tax advisory firm.
“When I was exploring my options in the region, I felt an immediate connection with the Perigon team here in Atlanta,” said Tolleson. “Art, Stephen, Courtney and Beth’s dedication to their advisors and partners provides me with the confidence to continue to support my clients in the years to come with best-in-class solutions and technology.”