Beth Bosworth

Head of Financial Planning, Wealth Advisor at Perigon Wealth Management

Speaker

Beth is a Wealth Advisor with Perigon and oversees the firm’s financial planning operations alongside the Planning Team. Her passion is to help clients manage the risks associated with accumulating and preserving wealth. Her favorite part about her career is that she has the privilege of living life alongside her clients. She is an avid advocate of the independent wealth management space, and values protecting her fee-only practice.

Beth is a CFP® professional and holds a BA from the University of Georgia. She helps manage the Atlanta office and resides in Asheville, NC with her wife and two sons. She is an avid tennis player, enjoys golf, and spends the weekends hiking with her family and dog in the Mountains. Beth is also passionate about dedicating her time to worthy causes, and has served the USTA (United States Tennis Association) for over 15 years.

Favorite Quotes:

“It takes as much energy to wish as it does to plan.” ~ Eleanor Roosevelt

“The way you invest your love, you invest your life.” ~ Marcus Mumford