Pinkerton Wealth Management Group

Location:

4240 Tamiami Trail S.VeniceFlorida34293United States View Map

Revenue:

$7 Million

Employees:

35

Industries:

Phone:

(941) 408-8557

Fax:

(941) 408-0785
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Description:

The Pinkerton Wealth Management Group serves individuals and families, as well as foundations and endowments, providing Comprehensive Wealth Management. We help preserve the attentiveness of a boutique investment firm while leveraging the deep resources of Wells Fargo to offer client opportunities found within a large organization. Our financial advisors offer a comprehensive suite of services to address the social, financial, and individual aspects of generation wealth. Our planning-centered investment approach focuses on helping ensure clients have enough cash flow to help maintain their quality of life-- while working to keep their fees and taxes from investments down while striving to preserve their long-term wealth.

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