For more than a quarter of a century, The Putney Financial Group has been helping individuals realize their financial goals and objectives

 

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.

 

Putney History

Ray Lent founded The Putney Financial Group, a Registered Investment Advisory firm, with a focus on traditional values, hard work, and a dedication to serving clients’ best interests. He developed a unique process of integrating all three phases of capital development… read on

OUR MISSION

The Putney Financial Group strives to achieve superior investment results for each of our clients by implementing strategies consistent with their individual goals, objectives, and risk tolerance. We manage separate customized portfolios for each of our clients… 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. We often serve multiple generations of the same families as we share the same principles… read on

The Putney Financial Group provides advice to clients based on their individual or family needs and circumstances. Your professional, dedicated team includes seasoned advisors and operations specialists who listen closely to develop a suitable financial plan. We work with you to develop investment strategies and monitor all your portfolio activity. As an independent Registered Investment Advisor (RIA) Firm, we place our clients' financial and personal objectives first.  Each team member embraces your goals as their own. 

 

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.