Peregrine Wealth Management Launches in Lloyd Harbor, NY Reflecting Modern, Comprehensive Approach to Financial Planning

LLOYD HARBOR, NY, UNITED STATES, September 1, 2026 /EINPresswire.com/ — Today, Peregrine Wealth Management announced its official launch, marking the continued evolution of founder John Hartnagel’s financial planning practice into a more fully integrated, client-centered advisory experience.

Peregrine Wealth Management was established to better reflect the way clients are served today; a comprehensive approach that goes beyond investments and insurance to include broader financial planning, coordination, and long-term strategic guidance. Specializing in working with high-earning families who receive equity compensation, Peregrine helps clients achieve their financial goals while minimizing their tax liabilities.

“For many years, my work has naturally expanded to help clients make decisions across all areas of their financial lives,” said John, founder of Peregrine Wealth Management. “The Peregrine name is a better representation of that broader relationship and the thoughtful, forward-looking approach we take with every client.”

Previously operating under Prudential Advisors, the transition to Peregrine Wealth Management reflects a shift in identity rather than a change in direction. The new name allows the firm to more accurately represent its integrated planning philosophy while maintaining the same trusted relationships clients have come to rely on. The practice remains affiliated with the same custodian and broker/dealer, ensuring continuity and stability for existing clients while allowing for enhanced services.

In conjunction with the launch, Peregrine Wealth Management has introduced a new website and client portal at www.peregrinewm.com, designed to offer enhanced access, improved usability, and additional goals-based planning tools. Existing client portals through prior platforms will remain fully available, ensuring a seamless transition and uninterrupted access.

The new client portal represents the first in a series of ongoing enhancements that will continue to roll out over the coming years, with a focus on improving the overall client experience, adding services, and providing more streamlined access to information and planning resources.

“While the name is new, the foundation remains the same,” John added. “This is about better reflecting the work we’re already doing together and continuing to build on it in meaningful ways.”

Peregrine Wealth Management is based in Lloyd Harbor, New York, and serves high-earning individuals and families seeking a coordinated, long-term approach to financial decision-making.

For more information, please visit peregrinewm.com.

John Hartnagel
Peregrine Wealth Management
+1 631-887-5451
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