Peregrine Wealth Management launches in Lloyd Harbor

Peregrine Wealth Management has officially launched in Lloyd Harbor, New York, as founder John Hartnagel expands his practice into a more integrated financial planning firm. The move adds a new website, client portal and broader planning focus for high-earning families with equity compensation.

Why it matters: - Peregrine Wealth Management is positioning itself as a more comprehensive advisory firm, with a focus on financial planning that reaches beyond investments and insurance. - The launch is designed to support high-earning families, especially those with equity compensation, by coordinating long-term decisions and tax strategy. - The change keeps existing client relationships intact while adding new tools and services.

What happened: - John Hartnagel announced the official launch of Peregrine Wealth Management in Lloyd Harbor, New York. - The firm reflects the evolution of Hartnagel’s financial planning practice into a client-centered advisory model. - Peregrine Wealth Management previously operated under Prudential Advisors. - The firm remains affiliated with the same custodian and broker/dealer. - Peregrine Wealth Management introduced a new website and client portal at peregrinewm.com.

The details: - Peregrine Wealth Management was established to match how clients are now served: with broader financial planning, coordination and strategic guidance. - The firm specializes in working with high-earning families who receive equity compensation. - The practice aims to help clients reach financial goals while minimizing tax liabilities. - Existing client portals through prior platforms will remain available. - The new client portal adds enhanced access, improved usability and more goals-based planning tools. - The firm says the portal is the first in a series of ongoing enhancements expected over the coming years. - Those future updates are intended to improve the client experience, add services and streamline access to information and planning resources. - Peregrine Wealth Management serves high-earning individuals and families seeking a coordinated, long-term approach to financial decision-making.

Between the lines: - The rebrand signals a shift in identity, not a change in investment direction or client base. - Keeping the same custodian, broker/dealer and prior client portals should reduce friction for existing clients during the transition. - The launch suggests Hartnagel is formalizing a broader planning relationship that had already been expanding over time.

What's next: - Peregrine Wealth Management plans to roll out additional enhancements over the next several years. - The firm is expected to keep building out services and digital planning tools around the new platform. - Clients will continue using both the new portal and the prior platform access during the transition.

The bottom line: - Peregrine Wealth Management is trying to make its business name, client experience and planning model match the broader role it already plays for clients.