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.