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Stephen Dean Swift

Perigon Wealth Management, LLC

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About Stephen Dean Swift

Stephen Swift is a financial advisor at Perigon Wealth Management, LLC, based in Syracuse, NY. Stephen has been in the financial services industry since 1988, working with a variety of clients including individuals, families, businesses, and charitable organizations. Stephen is a Chartered Financial Consultant and holds Series 6 and Series 63 licenses. Stephen's specialties include financial planning, portfolio management, and retirement planning. Stephen is also an insurance agent and holds a license in New York. Stephen is an experienced financial advisor and can help you with all your financial needs.

Firm Information

Stephen Swift is currently registered with Perigon Wealth Management, LLC. Perigon Wealth Management, LLC is a wealth management firm based in San Francisco, CA. The firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages over $6.9 billion in assets and has a team of over 100 professionals.
Perigon Wealth Management, LLC

201 MISSION STREET

SAN FRANCISCO, CA 94105

$6.94B

Assets Under Management

9

Total Clients

76

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stephen Swift’s Registration & Firm History

NY

01/03/2024 - Present

Perigon Wealth Management, LLC (SYRACUSE NY)

NY

09/03/2004 - 12/31/2012

HAZARD & SIEGEL, INC. (SYRACUSE NY)

NY

01/02/2002 - 08/24/2004

LEIGH BALDWIN & CO., LLC (CAZENOVIA NY)

VT

06/08/1998 - 12/31/2001

EQUITY SERVICES, INC. (MONTPELIER VT)

MA

08/24/1988 - 07/24/1998

BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)

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Licenses & Designations

BC

Issued 08/08/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/25/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Dean Swift.
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