Chief Operating and Chief Compliance Officer at FourThought Private Wealth (FourThought Financial, LLC) - Venice, FL, US
FourThought Private Wealth, previously Pinkerton Private Wealth, is an independent Registered Investment Advisor with more than 50 years of experience in financial planning and investment management. Headquartered on Florida's Gulf Coast, we serve clients throughout the U.S.We are a high-tech, high-touch company whose purpose is to help affluent individuals, families and business owners aim high and reduce or eliminate the stress that can come with life's uncertainties, so they can pursue their own passions and purposes. We do this by answering the universal questions, "Am I going to be okay?" and "Do I have any blind spots?"We use a highly disciplined approach and are guided by a set of values and principles that have served us and our clients well.