About the Putman Team
The Putman Team was founded on the belief that true financial confidence comes from clarity, coordination, and care. With more than three decades of experience, our credentialed professionals—including CPAs, CFP®s, CEPAs, PFSs, and CDFAs—work collaboratively to integrate investment, tax, estate, and risk strategies into one cohesive plan. As fiduciaries, we are committed to guidance that preserves and strengthens your financial well-being. Our purpose is to simplify complexity, align your financial life with your goals and values, and provide the leadership to help you plan intentionally, act confidently, and live with purpose.
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Wealth Enhancement Welcomes Putnam Group
By partnering with Wealth Enhancement, this team will be able to leverage our strengths and comprehensive service offerings so they can spend more time with their clients. With similar philosophies and values, this partnership strengthens our capabilities, deepens our resources, and improves our ability to serve our clients well for years to come.
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Contact this team via email or phone at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation