Marc Specht

Background

About Marc Specht

Marc empowers clients to take ownership of their financial lives by simplifying complex financial topics. He believes in collaborating with accountants, attorneys, agents and others to provide clients with a well-rounded approach to potentially grow and protect their assets. Marc leads Perigon’s partnership with Premier Sports Network in bringing wealth management services to professional athletes and entertainers. His experience in this area provides him with an understanding of the unique wealth management and preservation needs of those who may have short periods of high income due to their profession. Marc has been recognized in Forbes, most recently, as a Best-In-State Wealth Advisor* and as a Chairman’s Club advisor with LPL Financial. Marc is a graduate of Binghamton University with a bachelor’s degree in economics and holds the designations of Accredited Investment Fiduciary, Accredited Asset Management Specialist, Accredited Wealth Management Advisor and Registered Financial Consultant. He lives in Long Island with his family and dogs.*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings. Perigon Wealth Management, LLC (“Perigon”) is a registered investment advisor. Perigon provides investment advisory and related services for clients nationally. Perigon will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information and important disclosures, please visit our website at Certain securities may be offered through Purshe Kaplan Sterling Investments, member FINRA/SIPC. Headquartered at 80 State Street Albany, NY 12207. Purshe Kaplan Sterling Investments and Perigon Wealth Management are not affiliated companies.