About Us

Our mission is to provide our clients with comprehensive financial services that meet their financial goals and impact objectives in an effort to address global challenges.

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Our clients are concerned not only with how their portfolio is doing, but what it is doing, both to the environment and to society.

We offer comprehensive asset management and financial planning to individuals, businesses and nonprofits and pride ourselves on being at the center of our clients’ financial lives.

We combine traditional investment strategies with in-depth knowledge of socially responsible investing to create portfolios unique to each client’s individual goals and risk tolerance. Our investments are carefully selected within a sophisticated framework of broad-based global diversification. Stakeholders Capital also provides access to high-impact, private and local investment opportunities to channel capital towards addressing social justice, human rights and stewardship of the planet.

Stakeholders Capital | Founding and Commitment

Founding and Commitment

Founded in 2008, Stakeholders Capital provides exemplary and comprehensive financial services to our clients. Essential to that is a shared understanding that factoring in environmental, social and governance metrics when choosing investments is critical to risk mitigation. Born of the belief that socially responsible investing is the way to address global challenges, the company has grown in step with the evolving understanding that investing in responsible and responsive companies is just plain smart.

Perigon Wealth Management, a national top tier advisory firm, acquired Stakeholders Capital in 2023. Joining Perigon Wealth Management allows Stakeholders Capital to focus on what they do best: provide excellent client support, financial planning, and investing that aligns with clients’ values and financial objectives.

The Team

Andrew Bellak, CEO Stakeholders Capital

ANDREW BELLAK

PARTNER | WEALTH ADVISOR

greg-wheat-stakeholders-capital

DOUG WHEAT

WEALTH ADVISOR

Greg Wendt

GREGORY WENDT, CFP®

SENIOR WEALTH ADVISOR | ESG & IMPACT INVESTING STRATEGY

Eileen Spira

EILEEN SPIRA

DIRECTOR OF CLIENT SERVICES & OPERATIONS

Susan Bain Bellak

SUSAN BAIN BELLAK

TEAM COMMUNICATIONS DIRECTOR

Kathy Armstrong

KATHY ARMSTRONG

PRIVATE CLIENT ASSOCIATE

ROBIN SHANK

Robin Shank

PRIVATE CLIENT ASSOCIATE