Understanding before Acting

To help ensure clients receive the guidance and clarity they need, Pinkerton Private Wealth assigns two planners and a dedicated administrative professional to each new high-net worth client. Each professional serves a limited number of relationships. This special attention creates redundancy to ensure all dimensions of a client's concerns and desires are integrated completely into our customized solutions.

As planners, we help answer two questions. First, through our Envision® Plan and Investment Plan, we help you answer the question "Am I going to be okay?" The second vital question we answer is "Do I have "blind spots?" We cover "blind spots" through our Planning Semesters. Our team has a total of 20 Planning Semesters that we discuss with our clients.

Our bedrock belief is that good advice should be grounded in the understanding that no one can predict the future and that investors should be prepared for multiple contingencies--both good and bad. We believe that being prepared means having discipline to hope for the best but plan for the worst. We strive to help families prepare a plan to meet the needs of this generation, and the next. The first step in any new relationship with a potential client is an "Are We a Fit?" conversation. During this discussion, we dialogue casually, briefly outlining our services and developing a clear picture of the needs someone might have. After about an hour, we close the meeting, conversing again after a few days to ensure both parties want to continue to explore a long-term relationship. Our goal is to remove the pressure and tension of our first interaction.

If you would like to schedule an "Are We a Fit?" meeting with our planners, call 866.209.8557."

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