Overview

The Putney Financial Group is a multi-discipline wealth management firm whose 250 plus family client base relies on us for all of their financial and planning needs. The firm counts amongst its clients at least 25 families where we are three generations deep. (At various times the firm has been four generations deep.) This attention to continuity, client values and legacy planning has equated into a firm that has enjoyed superb retention year in and year out. (97-98% range for 10 plus years.) The firm has a strong bench of allied professionals in accounting, law, and alternative asset plan sponsorship. The firm practices hand crafted financial planning and uses an open architecture platform utilizing, individual issues and insured products in its asset allocation. Average client tenure is 10 plus years. No one client represents more than 6-7% of annual revenue. The firm enjoys an excellent compliance record.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...