Our planning-centered investment approach helps ensure clients have enough cash flow to help maintain their quality of life-- with a focus on helping to keep their fees and taxes from investments down while preserving their long-term wealth. Located in Venice, Florida and Sarasota County, we manage over $600 million in assets and Scott Pinkerton has been selected by Barron's as one of the Top 1200 Advisors for six consecutive years.
The Comprehensive Wealth Management Process
Our bedrock belief is no one can predict the future and you should be prepared for multiple contingencies – personally and economically. Wealth Navigation involves six steps to implement three distinct processes: the Envision® Plan, the Investment Management Process, and our Comprehensive Wealth Management Modules.
We stand ready to help you achieve your objectives in your Wealth Navigation Journey. Learn more about our team here.
Barron’s 2010-2014 -The rankings are based on data provided by over 4,000 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.
*Barron’s 2009 - The number of advisors shown for each state is based on the total population of the state, so larger states have larger listings. The rankings reflect assets under management, revenues, quality of the advisors' practices and other factors. Total assets are all assets overseen by the advisor’s team, including some that are held at other institutions. Assets managed for institutions are given less weight in the scoring. Portfolio performance is not a criterion because most advisors do not have audited track records. Criteria was based on more than 3000 filtered nominations from more than 100 investment, insurance, banking and other related independent financial service firms.