Pelleton Capital Managment in Scottsdale,AZ

About the Business

For years, we have suggested to clients that their life, especially the financial life, is like one giant jigsaw puzzle.There are a lot of pieces that need to fit together to complete the puzzle.

We ask them, "What it the most important piece of a jigsaw puzzle?"

Someone might say, "the corners," Someone else might guess, "the edges." It could be the "the first piece," or "the last." It could even be "the one that fell on the floor."

All good answers but not the right one.

From what we've learned in our 30+ years in this business, the single most important piece of any jigsaw puzzle is the box top. Without that, how do you know what the puzzle is supposed to look like?

At Pelleton Capital Management, we see our role in the investment and financial planning process as being your box top. We help create the overall image, the solution, so that the pieces in your financial puzzle fit nicely together, providing the outcome you desire.

Services Offered:

Financial Planning, Investment Management, Retirement Income Planning, Insurance review and analysis (life, health, long term care) , Social Security Planning, College Planning