The Putney Financial Group LLC provides personalized wealth management and financial planning from our office in San Rafael, California. We work with individuals and families in Marin County and across Northern California, helping them connect investment decisions with retirement, family priorities, and long-term goals.
Financial planning built around your life
A financial plan starts with understanding what matters to you. Our conversations consider your goals, investment objectives, family circumstances, and the role you want your wealth to play in your life. Those priorities help guide a plan and investment strategy suited to your circumstances.
Our financial planning and life planning services bring these decisions together. Whether you are preparing for retirement or reviewing your family’s financial direction, the starting point is your situation and the questions you want to address.
Wealth management services for Marin County families
Portfolio management
Our portfolio management services connect your investments with your objectives and circumstances. Investment choices are part of a broader financial plan, supported by ongoing portfolio monitoring and personal guidance.
Retirement planning
Planning for retirement means considering the life you want to lead and the financial resources that may support it. Our retirement planning services help clients work toward their retirement goals as part of their overall financial plan.
Estate planning coordination and charitable giving
We work with clients and their attorneys on estate planning considerations. For clients who want to support causes that matter to them, charitable giving can also be part of the conversation about family priorities and long-term goals. Putney does not provide real estate management, accounting, or tax preparation services.
Get to know the Putney team
Choosing an advisor is a personal decision. Learn about the people you may work with on our team page, and ask us about our approach, services, fees, and how we communicate with clients. An initial conversation is an opportunity to discuss your priorities and determine whether our services fit your needs.
Contact our San Rafael office
The Putney Financial Group LLC is located at 100 Smith Ranch Road, Suite 110, San Rafael, CA 94903. To discuss wealth management in Marin County, call (415) 460-1990 or contact our team.