PRIVATE WEALTH ADVISOR

Pelleton Capital Management is a boutique investment and wealth management firm serving individuals and families who value the relationship with their trusted advisor.

 

Information is everywhere. 24/7/365. Data. Big data. You can’t get away from it. It certainly has the potential for overload, at least some of the time. But just because it exists doesn’t necessarily make it meaningful. There is so much more information available to everyone today than there was available to me when I started in the profession. WAY MORE!

That’s where knowledge begins to come into play. Understanding the information and when and where to use the information is the start of making sense of the world around us. It takes some time to develop this knowledge, to learn to differentiate, and to learn what is the most important information for the particular situation you are in at the time.

And wisdom marries the first two with experience. And for most of us, there is no substitute for experience. From this we hopefully arrive at the point where we can not only understand things for ourselves, but begin to impart that wisdom to help others and help them make good financial choices.

 

Welcome to Pelleton Capital Management

We are a boutique wealth management and financial planning firm serving individuals and families who value the trusted relationship with their advisor. We are an independent company focused solely on delivering objective investment and financial planning advice. For our clients, this means highly personalized service and peace of mind.

Charles C. Scott
ACCREDITED INVESTMENT FIDUCIARY®

 

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Weekly Commentary

New Market Highs, Still a Buy
New Market Highs, Still a Buy
New Market Highs, Still a Buy. The Dow Jones Industrials Average and S&P 500 are breathing down the neck of record highs set last Fall. Some take that as a sign to sell, time to shift out of equities and realize gains. We think that would be a mistake.

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Media Mentions

How to Get Over Your Fear of Investing
How to Get Over Your Fear of Investing
How to Get Over Your Fear of Investing. Thank you to Cameron Huddleston for featuring my comments regarding why you shouldn't let the recent stock market events scare or deter you from investing in the stock market.

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