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.

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.
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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.

 

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