Pinkerton Wealth Management Group

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.