Perigon Wealth Management Acquires Blue Water Capital Management and Lumin Financial

Perigon Wealth Management Acquires Creative Financial Planning Inc.

June 27, 2024

Wealth Management

Perigon Wealth Management LLC, an independent RIA with approximately $7.75 billion in client assets, has acquired Creative Financial Planning Inc., a New York-based wealth management firm with roughly $150 million in AUM. Creative Financial Planning's founder Lisa Hayes and COO Daniel Gwizdak will join Perigon as wealth managers and partners; terms were not disclosed.

Perigon Wealth Management Acquires Gitterman Wealth Management and Gitterman Asset Management

October 1, 2025

Financial Services

Perigon Wealth Management has acquired Gitterman Wealth Management and Gitterman Asset Management, bringing an estimated $1.3 billion of client assets onto Perigon’s platform. Gitterman partners Jeffrey Gitterman and Eli Rauch will join Perigon as Managing Directors as the deal expands Perigon’s advisory capabilities and assets under management.

Wealth Enhancement Group Acquires Piermont Wealth Management Inc.

March 28, 2024

Financial Services

Wealth Enhancement Group announced the acquisition of Piermont Wealth Management Inc., an independent RIA with approximately $226 million in client assets. The deal expands Wealth Enhancement Group’s presence in Florida (its 12th Florida office) and increases the firm’s total client assets to more than $79 billion.

Wealth Enhancement Group Acquires M&R Capital Management, Inc.

November 7, 2024

Financial Services

Wealth Enhancement Group has acquired M&R Capital Management, an independent RIA based in Summit, New Jersey that manages over $536 million in client assets. The three-advisor team (plus three support staff) will join Wealth Enhancement Group to access its centralized services and expand the firm's presence in New Jersey.

Maridea Wealth Management Acquires Pinnacle Wealth Management

July 18, 2025

Financial Services

Maridea Wealth Management has acquired Pinnacle Wealth Management, a Chicago-based advisory firm led by veteran advisor Brian Sheehy. Pinnacle will move from LPL Financial to Maridea's independent RIA platform, strengthening Maridea's Midwest presence and expanding its advisor and client capabilities; Green Sail Capital Partners served as exclusive sell-side advisor.

Bluespring Wealth Partners Acquires Halcyon Wealth Advisors; Halcyon Merges into LifeBridge Financial Group

July 22, 2025

Financial Services

Bluespring Wealth Partners has acquired Halcyon Wealth Advisors, a Kestra-affiliated RIA overseeing $364 million in AUM, and merged the firm into existing Bluespring portfolio company LifeBridge Financial Group. The deal expands LifeBridge's footprint into the Dallas–Fort Worth market (Halcyon is based in Irving, Texas) and broadens the combined firm's network of advisors across Texas.