OUR SERVICES

At The Putney Financial Group, 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’ needs.

We explore investment objectives in relation to their lives, their goals and special circumstances that we each have in our 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.

  The Titanic was equipped with the very latest in technology – the wireless telegraph.  While she was sinking, the Titanic sent repeated distress calls.  However, only the few ships outfitted with wireless could receive those calls and come to her rescue.  Tragically, some unequipped nearby vessels steamed by oblivious to the disaster.  When the public became aware of this, an outcry arose to require all ships to have wireless.  Farsighted investors recognized that the newly formed Marconi Company would prosper and were rewarded with dollars on the penny.  The Marconi Company is known today as RCA.

 

The Titanic was equipped with the very latest in technology – the wireless telegraph.  While she was sinking, the Titanic sent repeated distress calls.  However, only the few ships outfitted with wireless could receive those calls and come to her rescue.  Tragically, some unequipped nearby vessels steamed by oblivious to the disaster.  When the public became aware of this, an outcry arose to require all ships to have wireless.  Farsighted investors recognized that the newly formed Marconi Company would prosper and were rewarded with dollars on the penny.  The Marconi Company is known today as RCA.