Thomas "Tom" Tolleson, Jr., Cfp® Email & Phone Number

Both my grandfathers started businesses in Atlanta, Georgia and because of inadequate planning, neither of their businesses are still in the family. This experience profoundly motivates me to help individuals and families avoid problems like the ones which occurred in my own family. With my background as a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, I am able to take my natural desire to help others and combine it with my love of problem-solving in order to unpack what is going on financially in a situation, and then to uncover the best solution to meet an individual's financial objective. I and my team members strive to be available to assist our clients with all their financial needs. We go the extra mile to make sure our clients are truly listened to and thereafter make recommendations based on goals and planning needs. [Commons misspellings include: Thom Tolleson, Tom Tollison, Thomas Tollison, Tom Tollesen, Thomas Tolleson]Perigon Wealth Management, LLC is a registered investment advisor. Certain securities may be offered through Purshe Kaplan Sterling Investments, member FINRA/SIPC. Purshe Kaplan Sterling Investments and Perigon Wealth Management are not affiliated companies.

Listed skills include Wealth Planning, Problem Solving, Personal Finance, Small Business, and 16 others.