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About

We provide investment, financial planning, and family office services to high-net-worth clients and institutions, including endowments, foundations, and other RIAs. For over 40 years, we have delivered a comprehensive set of solutions that help clients build, preserve and manage their wealth. We serve clients nationally from offices in Maine, Massachusetts, New Hampshire, New York and Rhode Island.

Our disclosures can be found by visiting our website: https://www.flputnam.com/disclosures.

Keywords

wealth management, investment management, socially responsible investing, esg investing, financial planning, retirement planning, estate planning, foundations, millennials, sustainable investing, consulting, family offices

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120
1983
$23.3M

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