FourThought Private Wealth (FourThought Financial Partners, LLC)

We are incredibly excited to announce that Barron’s has recognized our own Scott Pinkerton in their rankings of the Top 1,200 financial advisors in the U.S. for the 14th time. With over 30 years of experience in the financial industry, he has a steady focus on comprehensive wealth planning for high-net-worth individuals and families, including family foundations and other institutions as well. We are proud of not only him but the incredible work of our FourThought team for their dedication and hard work toward providing a holistic planning approach for each one of their clients. (Source: Barron’s, awarded March 2023. Data compiled by Barron’s based on time period from Sept. 2021-Sept. 2022) https://lnkd.in/gRFkATRk #BarronsTop1200 #WealthManagement #HolisticPlanning #FourThought #VeniceFl

Big News at FourThought! We’re excited to share that Jake MacFarlane, CFA?, one of the standout leaders on our investment committee, has officially earned his Chartered Financial Analyst (CFA?) designation! This is a huge milestone for Jake and really shows his dedication to shaping our investment strategies and giving our clients the best possible service. Scott Pinkerton, our Managing Partner, summed it up perfectly: “Jake’s work ethic and commitment have always been top-notch, and this certification just reinforces that. The CFA? is known for being one of the toughest designations in our industry, and it’s going to help us take our services to the next level for our clients.” As a new CFA? Charterholder, Jake’s continuing to refine our equity strategies and explore alternative investments, all while guiding and mentoring our junior analysts. Plus, he’s working closely with our Chief Investment Officer to make sure our portfolios stick to our core values—long-term growth, managing risk, and delivering value for our clients. Big congratulations to Jake! We’re so proud of all your hard work and how you keep pushing FourThought forward. ???? #CFA #WealthManagement #TeamSuccess #InvestmentStrategies #FinancialExcellence #FourThoughtWealth

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The?"Financial Independence for Young Professionals" webinar,?the third installment of our Family Financial Readiness and Stewardship series at FourThought, delved into the 5 "FourThoughtisms" for your 20s. James Stamper, Senior Planner, and Scott Pinkerton - Financial Planner at FourThought Private Wealth, CFP?, CIMA?, CPWA?, AIF?, shared 5 ideas for young adults to assist them in making smart financial choices. Feel free to share this summary with any young adults you know to help equip them with the tools for making better financial decisions and experiencing less stress throughout their lives. #fourthoughtisms #financialindependence #fivefourtwenty #webinar https://lnkd.in/evyh5FfE

As part of our six-month Family Financial Readiness and Stewardship semester, we are pleased to announce our third educational webinar,?"Financial Independence for Professionals,"?for?April 25 at 5:30 p.m. Hosted by James Stamper, Senior Planner, and co-hosted by Scott Pinkerton - Financial Planner at FourThought Private Wealth, CFP?, CIMA?, CPWA?, AIF?, this session will cover the foundational steps to developing a robust financial plan. This is an excellent opportunity for young adults eager to establish a strong financial foundation and ensure a future marked by independence and success. https://lnkd.in/dxQNzJZf

We look forward to this event every year! Thank you to everyone who joined us this morning to hear from Keynote Speaker Jerry D. Parrish, Ph.D. at our Annual Economic Outlook Breakfast. Dr. Parrish delivered a very informative presentation on the current economic landscape, offering valuable insights into the job market, interest rates, the housing market, and the expectation for the region’s economy. We extend our gratitude to our sponsors, FourThought Private Wealth (FourThought Financial Partners, LLC) and Gulf Coast Community Foundation, for their continued support in making this event a resounding success!

Join us for "Navigating Financial Conversations with Teens," a webinar presented by Alexander Herrington, CFP?, on March 28 at 5:30 pm. This session is a crucial part of our 6-month?Family Financial Readiness and Stewardship?program, aimed at preparing you and your teens to make informed financial decisions. During these critical high school years, understanding financial basics is key. Our webinar will cover topics including: realistic expectations for college financing purchasing a first car understanding earnings from a first job navigating self-employment and entrepreneurship Additionally, we will discuss instilling strong financial values in teens, focusing on smart money habits and the importance of contributing to their community. This webinar is designed for parents, guardians, and teens, providing a comprehensive overview to help guide your family toward financial literacy and independence.?Register now?to secure your spot in this informative session. https://lnkd.in/dGccFm2P #navigatingfinancialconversationswithteens #familyfinancialreadinessemester #fourthought #webinar

In observance of President's Day, the NYSE will be closed on Monday, February 19. Consequently, our FourThought office will also be closed on this day.?We will re-open on Tuesday, February 20th.

Learn the?crucial steps of defining your values and imparting them to future generations, particularly your children and grandchildren. Join Joel Johnson?CFP?, CPWA?, CFA?, CAIA? for a live webinar on February 22 at 5:30 p.m.?as he discusses effective methods for creating lasting habits, including prudent saving and spending practices, as well as strategic planning techniques to implement immediately, ensuring a solid financial foundation. This will be the first webinar in our series "Family Financial Readiness & Stewardship". https://lnkd.in/eTawqMR6 #financialreadiness #stewardship #fourthought #webinar