Financial and investment strategies tailored to your needs and history
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.
Every team member is the embodiment of this principle. It is one of the absolute screening criteria to join our firm. You can’t teach caring, it is a character trait. Our team members are loyal and long term, some have been with us for decades. They are committed to providing outstanding service to our clients; it is part of their nature.
Our Wealth Management Process is planning based. We take the time to help you understand fully the challenges, opportunities and options before you. Most importantly, we focus on the necessity of knowing where you are now, where you need to go, and when you need to be there. These components, integrated with a detailed analysis of your risk tolerance allow us to establish your financial plan. It is focused on delivering the right amount of cash flow with the appropriate amount of risk.
Each client has a financial advisor who helps define goals, creates a plan and monitors success. Each client's personalized financial plan is based on their own circumstances. We develop strategies which are personal and clearly focused on understanding both the fears and aspirations of our individual clients. We focus on our client objectives and not on trying to beat a random investment benchmark. Every client’s needs are different. At Putney, clients can expect customized service that will help them reach their goals.