The Putney Financial Group

Serving an investor base that varies widely in terms of total asset accrual and overall goals, The Putney Financial Group builds strong relationships with each of its clients, including some 250 families. By gaining a comprehensive understanding of every client’s economic situation and financial needs, The Putney Financial Group’s advisors can offer highly effective and fully customized wealth management services.

Working closely with their advisors, Putney clients can tailor investment planning and portfolio management operations to meet specific retirement standards and reach other personal objectives. Specific services offered by the firm include facilitating business succession and advising on charitable giving. It can also handle estate planning matters that range from drafting wills and trusts to establishing durable powers of attorney and lifetime gift tax exclusions.

Putney attempts to minimize clients’ tax burdens and limit turnover costs in all of its operational transactions. The firm is highly experienced in the buying and selling of traditional investment products, such as stocks and bonds, as well as alternative investments, such as gold and other hard assets.