Pinkerton Wealth

Overview

Pinkerton Wealth is a financial advisory firm specializing in investment management and wealth planning services. Established in 1987, the firm has grown to manage over $1 billion in assets, offering comprehensive wealth management and retirement planning services. Their investment approach focuses on a diversified portfolio, including fixed income, private equity, real estate, and venture capital, targeting various stages from growth to distressed investments. With a commitment to fiduciary responsibility, Pinkerton Wealth serves clients across the United States, emphasizing trust, transparency, and personalized financial strategies. The firm's headquarters are located in Coeur d'Alene, Idaho, with additional offices in Charlotte, South Carolina; Honolulu, Hawaii; Salt Lake City, Utah; Spokane, Washington; and Tacoma, Washington. Pinkerton Wealth has been recognized for its growth and service, ranking among the top 225 Registered Investment Advisors in the nation as of December 31, 2024, with an 18.23% net growth in client assets in 2024. Their investment philosophy centers on long-term relationships, values-driven financial planning, and rigorous investment discipline, aiming to provide clients with confidence, security, and peace of mind in their financial futures. The firm operates as a fiduciary, ensuring that all recommendations are made in the best interest of their clients, and is a Registered Investment Advisor, adhering to the highest standards of financial advice and client service.