Pictured (left to right), FourThought Private Wealth leadership team: Donna Guinta, Chief Operating Officer/COO Patrick Baumann, Chief Investment Officer/CIO Scott Pinkerton, Senior Partner and Planner Bill Mehserle Jr., Partner and Planner

Pinkerton Private Wealth, a long-established private wealth firm based in Venice, FL announced that it has become a fully independent Registered Investment Advisor (RIA). The move allows the firm to function as a fiduciary, putting clients’ interests first in every situation. It also helps ensure that decisions regarding clients’ accounts and investment management are made at the local level. Prior to launching as an independent RIA, the team operated through Wells Fargo FiNet, the independent contractor division of Wells Fargo. In tandem with the transition, the firm renamed and rebranded. It will henceforth have three divisions: FourThought Private Wealth, serving individuals and families; FourThought Signature, for highly affluent families who seek family office services and multigenerational planning; and FourThought Institutions, providing institutional consulting and investment management services for corporations, nonprofits, foundations and endowments. While the name and business model have changed, FourThought Private Wealth’s focus and mission have not changed from that of Pinkerton Private Wealth. It aims to reduce the stress of financial planning by answering the universal question, “Are we going to be okay?” and identifying potential planning blind spots.  Plans and investment strategies are customized to client needs and aligned with the way they think. 

Pictured (left to right), FourThought Private Wealth leadership team: Donna Guinta, Chief Operating Officer/COO Patrick Baumann, Chief Investment Officer/CIO Scott Pinkerton, Senior Partner and Planner Bill Mehserle Jr., Partner and Planner

Learn more about FourThought.