About Us

The Power of the Process

The Pinkerton Private Wealth 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 Advisors Financial Network 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.

Located in Venice, Florida and Sarasota County, we manage over $650 million in assets. Scott Pinkerton, Managing Director-Investment Officer, has been selected by Barron's as one of the Top 1000 Advisors for six consecutive years and in 2014 and 2016 was selected as one of the Top 1200 Advisors by Barron's.*

We look forward to sharing our unique process with you.

* The rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component.