We take the time to truly understand your story—your family, your dreams, and your core values. With that understanding, we craft personalized strategies that align with what matters most to you.
We take the time to truly understand your story—your family, your dreams, and your core values. With that understanding, we craft personalized strategies that align with what matters most to you.
Ray Lent founded The Putney Financial Group LLC, a Registered Investment Advisory firm, with a focus on traditional values, hard work, and a dedication to serving clients’ best interests. He developed a unique process of integrating all three phases of capital development
The Putney Financial Group LLC strives to achieve superior investment results for each of our clients by implementing strategies consistent with their individual goals, objectives, and risk tolerance. We manage separate customized portfolios for each of our clients
At The Putney Financial Group LLC, principles are non-negotiable. They help set the foundations for strong and lasting personal relationships with our clients. We often serve multiple generations of the same families as we share the same principles
At The Putney Financial Group LLC, we focus on personalized investment advice designed around your unique goals. Our mission is simple: to build genuine relationships that help you succeed. We start by asking the right questions and, most importantly, by truly listening to understand your aspirations.
For more than a quarter of a century, The Putney Financial Group LLC has been helping individuals realize their financial goals and objectives
When we talk about holistic wealth management we apply it to mean not merely making investment decisions or recommendations to a client in a vacuum but fully understanding all aspects of our clients.
We explore investment objectives in relation to their lives, their goals and special circumstances that each of our clients have in respect to their investments. This can include family dynamics, how they achieved their wealth, goals and ambitions, special situations relevant to their family, the importance of charity in their lives, how they view money and what are their issues that surround their wealth.
The Putney Financial Group LLC provides advice to clients based on their individual or family needs and circumstances. Your professional, dedicated team includes seasoned advisors and operations specialists who listen closely to develop a suitable financial plan. We work with you to develop investment strategies and monitor all your portfolio activity. As an independent Registered Investment Advisor (RIA) Firm, we place our clients’ financial and personal objectives first. Each team member embraces your goals as their own.
Securities offered through Arete Wealth Management our broker dealer firm in Chicago, IL protected by the Securities Investors Protection Corporation (SIPC). Securities held in custody for your account by Pershing LLC, a subsidiary of Bank of New York.
We’re here to help you secure your family’s future with clear strategies tailored to your needs.
The Putney Financial Group LLC Relationship Summary
Securities are provided by Arete Wealth Management, a registered broker-dealer located at 1115 W. Fulton Market, 3rd Floor, Chicago, IL 60607, and a member of FINRA/SIPC. Securities are held in custody for your account by Pershing LLC, a subsidiary of Bank of New York.
