The Putney Promise Starts with you

Our Services

At The Putney Financial Group LLC, we help clients set realistic goals and manageable action steps to provide a clear path to success. 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.

Financial Planning

“Financial planning” is the process of laying the foundation for your financial house and creating a vision of your future.

Portfolio Management

As an independent Registered Investment Advisor (RIA) Firm, we are free to place our clients’ business with almost any type of investment product from stocks and bonds,

Life Planning

Life planning is different from traditional financial planning because the focus is more about who you are and who you want to be than it is about money.

Retirement Planning

Financial independence at retirement is everyone’s goal. Getting there is a result of careful planning,

Estate Planning

Putney works closely with clients and their attorneys to explore the range of applicable estate planning and estate tax reduction alternatives.

Charitable Giving

After clients accumulate assets, achieve financial independence, and satisfy family needs, they often turn their focus to charitable activities.