Wealth management firm throws itself big curveball

In addition to a new name and branding campaign, FourThought Financial is now an independent Registered Investment Advisor.

  • By Mark Gordon
  • | 6:00 a.m. March 20, 2020
  • | 0 Free Articles Remaining!
Lori Sax. Scott Pinkerton, William Mehserle and Patrick Baumann have led the transition from Wells Fargo to become a Registered Investment Advisor, under the name FourThought Financial, based in Venice.
Lori Sax. Scott Pinkerton, William Mehserle and Patrick Baumann have led the transition from Wells Fargo to become a Registered Investment Advisor, under the name FourThought Financial, based in Venice.
  • Finance
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Longtime wealth manager and business owner Scott Pinkerton, pondering the rapid consolidation and technological disruption of his industry, recently asked himself an existential question.

Pinkerton’s query: “Should we coast along and just stay comfortable, or should we challenge ourselves to beat the trends and go for it?”

 

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