Pelleton Capital is an Independent financial firm that focuses on helping individuals and
families interested in having the optimum plan for retirement.
We are not captive to any one carrier and/or custodian, and our planning is specific to each client.
Your relationship with Pelleton Capital starts with the planning process by examining where you are today and the retirement you want tomorrow. From there we build a plan, piece by piece, to help you achieve your goals.
Our clients value a holistic approach to financial planning for all of life's chapter 2 issues such as risk mitigation, wealth preservation, growth, income strategies, Social Security optimization, budgeting, health care, tax minimization along with trust and estate planning.
We seek to exceed client expectations through competent decision making, superior ongoing service, communication and education. We are a fiduciary. We always your best interests before our own. We offer customized, unbiased disciplined Investment solutions and financial plans.
Firm Start Year
States Licensed in
I work with the following types of clients
I can meet clients in the following ways
Insurance and Annuity Licenses
Minimum Portfolio Size for New Managed Accounts
Fee % Based on Assets
BS - Business