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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.

Investment Services

Our investment advisory services are a fee-based arrangement with our clients. We are not a commission based. Our clients give us the discretion to make the investment decisions for them.

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Financial Planning

Financial planning is a process. “Planning” is a verb. It takes action, and is not a one-time expensive event that is presented in a big binder and then put on a shelf and ignored.

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Generational Solutions

Each of you has different needs, goals, and concerns when it comes to your life, and especially your financial life. So let’s take a look at how those differences come into play with the various generations.

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Welcome to Pelleton Capital Management, Ltd.

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®

Some Interesting Lifestyle & Financial News To Keep You Informed

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Disclosure

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment advice and services, Pelleton Capital Management, Ltd. only transacts business in states where it is properly registered, currently Arizona and Washington, or excluded or exempted from registration requirements. Past performance may not be indicative of future results. No client or perspective client should assume that any information presented and/or made available on this website serves as the receipt of, or substitute for, personalized individual advice from the advisor.

For a complete description of our services, fees & other disclosures please contact our office for a copy our ADV Part II.

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