FourThought Private Wealth, previously Pinkerton Private Wealth, is an independent Registered Investment Advisor practice with more than 50 years of experience in financial and investment planning. Headquartered on Florida’s Gulf Coast, we serve clients throughout the U.S.
Our purpose is to help affluent individuals, families and business owners aim high and eliminate the stress that can come with life’s uncertainties, so they can pursue their own passions and purposes. We use a highly disciplined approach and are guided by a set of values and principles that have never failed us or our clients.
We have chosen to be an independent registered investment advisor (RIA) because it holds us to the highest legal standards of client care. We must make all decisions with your best interests in mind. We are also highly transparent with our fees, processes and everything that matters to you. We believe this is the only viable way to operate as financial planners in today’s world.
Provide access to comprehensive research and robust investment solutions
Deliver a complete suite of traditional and non-traditional investment opportunities
Offer complete and unbiased advice free from many industry conflicts
Partner with world-class custodians and compliance experts
Use state-of-the-art tools and technologies that work best for clients
FourThought Private Wealth was originally founded in 1968, when Sam Pinkerton opened an A.G. Edwards office in Venice, Florida. He was later joined in the business by his son Scott, who, along with his team, has helped people in Florida and beyond for more than 30 years answer the critical question, “Am I going to be okay?”
Previously known as Pinkerton Private Wealth, the business was renamed FourThought to better reflect the firm’s focus on planning and thinking ahead. The word FourThought was selected to express guidance and planning, with the word “four” acknowledging our four financial planning principles, four core values and four-part formula for success:
Hire people with talent and purpose and give them the best training available.
Equip them with best-in-class planning tools that are grounded in the reality of today’s markets and foundational truths of human behavior.
Through in-depth, personal conversation, work with clients to identify blind spots in their lives.
Build plans that address those blind spots and help them know if they will be okay.
FourThought Private Wealth is part of a family of companies that meet the diverse planning and financial management needs for a wide array of people in every stage of life. Our holding company is FourThought Financial, which also includes FourThought Signature, created to serve the unique needs of ultra-high-net-worth investors, multi-generational families, family offices, foundations, and endowments, as well as FourThought Institutions, offering a full suite of services for businesses and nonprofits including defined benefit planning. Learn more by clicking on the links below: