Stephen Dean Swift
Investment adviser representative at Perigon Wealth Management, LLC
38 yearsExperience
2 statesRegistered in
ChFC®Designation
$11.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
38 years in the industry.
- Perigon Wealth Management, LLCJan 2024 to now
- Perigon Wealth Management, LLC dba Blue Water Capital ManagementJan 2024 to now
- North East Financial Alliance, LLCMar 2002 to now
- Stephen D. Swift, Sole ProprietorFeb 1988 to now
- Blue Water Capital Management, LLCMar 2007 to Mar 2024
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Perigon Wealth Management, LLC
$11.3BAssets managed
5,664Clients
92Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1819904
- Firm CRD
- 131037