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
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.
Securities offered through Portsmouth Financial Services, Inc. our broker dealer firm in San Francisco protected by the Securities Investors Protection Corporation (SIPC). Securities held in custody for your account by Pershing LLC, a subsidiary of Bank of New York.