University Place, WA Office

Pinkerton Wealth, LLC serves individuals, high‑net‑worth families, foundations, endowments, pension and profit‑sharing plans, and other institutional clients. The firm provides discretionary and non‑discretionary asset management through its Pinkerton Investment Platform (PIP), written and ongoing financial planning, estate‑planning coordination via a third‑party provider (Wealth.com), and ERISA/401(k) consulting and fiduciary services.

PW describes a customized, disciplined, formula‑driven investment process it calls “Advance and Protect,” combining technical, quantitative, and fundamental analysis to employ active, passive, and tactical strategies. The firm offers about 70 model strategies, may allocate client assets to model portfolios managed by its affiliate True Freedom, LLC, and discloses use of tactical cash management, option strategies, and separate model/sub‑adviser disclosures and fee line items on client statements.

The brochure highlights several features that are less common among similar team firms: PW operates multiple offices and sponsors educational seminars and client conferences, it maintains affiliated businesses that provide model management and subscription research (True Freedom, LLC and Sherman Research, LLC), and some representatives sell insurance on a commission basis through affiliated commission entities. The firm also discloses the presentation of model performance and custodial institutional program arrangements and identifies these affiliations and revenue sources as potential conflicts that are disclosed to clients.