We Are Putney

Tailored Charitable Giving Strategies

The Putney Financial Group LLC provides investment advice to clients based on their individual or family needs. We ask questions and we listen carefully. We get to know our clients and understand what investments mean to them. We confirm our long-term commitment to be stewards of their finances.

Our History

For more than a quarter of a century, the principals of The Putney Financial Group LLC have been helping individuals and families meet their financial objectives. 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. With colleague Joe Niederkorn, Ray developed a unique process of skillfully integrating all three phases of capital development: creation, conservation and distribution. This unique process has enabled Putney to build many long-term relationships with clients who have a diverse assets, goals and interests.

The Putney Financial Group LLC Advisors are registered representatives of Arete Wealth Management, home office is in Chicago, IL is a Registered Broker Dealer with membership in FINRA and member of SIPC, which protects securities customers of its members up to $500,000. Securities are held in custody for your account by Pershing LLC, a subsidiary of Bank of New York, which has retained a solid foundation of financial security for over 85 years.

There was a time when intrepid adventurers set out to conquer the world. That spirit is still alive in the US and particularly here in California. At Putney, we believe charting a financial course is critical for all. The model above is on display in the Putney conference room. Several Putney principals are avid sailors and this ship is world famous. The Bluenose was a Canadian fishing and racing schooner from Nova Scotia built in 1921. A celebrated racing ship and fishing vessel, Bluenose, under the command of Angus Walters, became a provincial icon for Nova Scotia and an important Canadian symbol in the 1930s. The name “bluenose” originated as a nickname for Nova Scotians from as early as the late 18th century. The Bluenose has appeared on Canadian stamps, is currently on the Canadian dime and on the license plate of the province of Nova Scotia (Ray Lent collection).