Financial Planning and Wealth Management

Putman Capital Management, Inc.

While surveying some of our female clients, we found that one of the topics that keeps them up at night is financial literacy- the understanding of budgets, taxes, and financial needs for them, their families, and their businesses.

Our team at Putman Capital Management, Inc. provides high quality comprehensive financial planning and investment management services to our clients that are tax efficient.

Our Services Include:

Wealth Management

We review areas such as retirement, education, risk management, mortgage, and business planning to create a plan that fits you perfectly.

Estate and Trust

Estate planning is more than just a binder of legal documents, it is the state of active planning for the living in areas of legacy, preservation, protection and liquidity.

Tax Planning

Our process includes a detailed review of your tax returns, and provides a tax analysis and recommendations for tax-efficiency and savings for both federal and state levels.

Elder Care

As our family members become older, they may require help with their day to day financial tasks.With our elder care services, we provide caring and honest professional assistance to your loved one.