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®

 

Blog

More blogs

Weekly Commentary

The Endless Debt Threat
The Endless Debt Threat
The Endless Debt Threat has been going on for thirty years! Bottom line is we don't see anything about the current level of debt that's going to cause a recession anytime soon.

More Commentary

Media Mentions

8 questions to ask before deciding when to sell stocks
8 questions to ask before deciding when to sell stocks
1. What were your original goals for the stock? “Stocks will do one of three things: go up, go down or go nowhere. You need to know before you buy it what you’re going to do when these three things happen,” said Charles Scott, a Scottsdale, Ariz., financial advisor and owner of Pelleton Capital Management.

Read More

White Paper

Download