We provide investment, financial planning, and family office services to high-net-worth clients and institutions, including endowments, foundations, and other RIAs. For over 40 years, we have delivered a comprehensive set of solutions that help clients build, preserve and manage their wealth. We serve clients nationally from offices in Maine, Massachusetts, New Hampshire, New York and Rhode Island.
Our disclosures can be found by visiting our website: https://www.flputnam.com/disclosures.
Industry
Investment Management, Investment Services
HQ Location
20 William Street Suite G40
Wellesley, MA 02481, US
Keywords
Wealth ManagementInvestment ManagementSocially Responsible InvestingESG InvestingFinancial PlanningRetirement PlanningEstate PlanningFoundationsMillennialsSustainable Investing