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Financial Services


 

THE PUTNEY FINANCIAL GROUP
For more than a quarter of a century, the principals of The Putney Financial Group have been helping individuals realize their goals and financial objectives. 

Comprehensive Personalized Wealth Management
(415) 460-1990

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Financial Services


 

THE PUTNEY FINANCIAL GROUP
For more than a quarter of a century, the principals of The Putney Financial Group have been helping individuals realize their goals and financial objectives. 

Comprehensive Personalized Wealth Management
(415) 460-1990

By Guy Wiggins (1883 - 1962) Wiggins was an American painter from New York.  He was born into an artistic family; his father was the painter Carleton Wiggins.  Guy Wiggins was famous for his paintings of New York's snowy streets, skyscrapers and landmarks. (Ray Lent Collection) This piece depicting a snowy day on Fifth Avenue in New York is looking north up Fifth Avenue from the New York Public Library.  The focal points of the painting are the two famous Library Lions that are the sentinels to the entrance of the library.  Known by locals as Patience and Fortitude the world-renowned pair of marble lions that stand proudly before the majestic Beaux-Arts building at Fifth Avenue and 42nd Street in Manhattan have captured the imagination and affection of New Yorkers and visitors from all over the world since the Library was dedicated on May 23, 1911.  Here at Putney we believe that these two Lions are aptly named for the attributes that are important to have when considering investing in today’s markets.

By Guy Wiggins (1883 - 1962)

Wiggins was an American painter from New York.  He was born into an artistic family; his father was the painter Carleton Wiggins.  Guy Wiggins was famous for his paintings of New York's snowy streets, skyscrapers and landmarks. (Ray Lent Collection)

This piece depicting a snowy day on Fifth Avenue in New York is looking north up Fifth Avenue from the New York Public Library.  The focal points of the painting are the two famous Library Lions that are the sentinels to the entrance of the library.  Known by locals as Patience and Fortitude the world-renowned pair of marble lions that stand proudly before the majestic Beaux-Arts building at Fifth Avenue and 42nd Street in Manhattan have captured the imagination and affection of New Yorkers and visitors from all over the world since the Library was dedicated on May 23, 1911.  Here at Putney we believe that these two Lions are aptly named for the attributes that are important to have when considering investing in today’s markets.

Welcome to The Putney Financial Group.

At Putney, we help clients set realistic goals and manageable action steps to provide a clear path to success. Our primary goal is to help you find your way through life’s financial path. When we talk about holistic wealth management we apply it to mean not merely making investment decisions or recommendations to a client in a vacuum but fully understanding all aspects of our clients.

We explore investment objectives in relation to their lives, their goals and special circumstances that each of our clients have in respect to their investments. This can include family dynamics, how they achieved their wealth, goals and ambitions, special situations relevant to their family, the importance of charity in their lives, how they view money and what are their issues that surround their wealth.

Integrated services are the cornerstone in meeting your unique financial needs…. Now and for the Future. Our services include:

the Putney Financial Group - Services

 

Putney Mission/Vision

The Putney Financial Group strives to achieve superior investment results for each of our clients by implementing strategies consistent with their individual goals   ... read on

Why Choose Putney?

At The Putney Financial Group, principles are non-negotiable. They help set the foundations for strong and lasting personal relationships with our clients ... read on

Putney History

For more than a quarter of a century, the principals of the The Putney Financial Group have been helping individuals and families meet their financial objective ... read on


The Putney Team

Meet the Team! They listen closely to you, plan with you, develop investment strategy with you and monitor all your portfolio activity.  
Your dedicated support team includes seasoned advisors and operations specialists. Each of them embraces your goals as their own.
Each contributes to making you feel confident, informed and in control at all times.