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

Don’t Count on a Rate Cut
Don’t Count on a Rate Cut
Don’t Count on a Rate Cut. The US economy is nowhere even close to needing one rate cut much less two. Nominal GDP – real GDP plus inflation – was up at a 3.8% annual rate in the first quarter, is up 5.1% from a year ago, and is up at a 4.8% annual rate in the past two years, all well above the federal funds rate of 2.375%.

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Media Mentions

10 Tough Conversations You Need to Have Before You Retire
10 Tough Conversations You Need to Have Before You Retire
10 Tough Conversations You Need to Have Before You Retire. Thank you to Cameron Huddleston for including me in her article for GoBankingRates.com. You're retired, now what? For many, spending up to 10 plus hours a day working was not uncommon. What will you do to fill every day in retirement for the next 25-35 years? Knowing the answer is key to your wellbeing in retirement.

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