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FourThought Private Wealth

4.9

• (1 reviews)

310 W Venice Avenue, suite 201, Venice, Florida 34285

62.30

310 W Venice Avenue, suite 201, Venice, Florida 34285

62.30

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Overview

Fourthought Private Wealth -- formerly Pinkerton Private Wealth -- is an independent financial planning firm serving Sarasota and Florida clients since 1968

Features

Wheelchair accessible entrance

Wheelchair accessible parking lot

Wheelchair accessible restroom

Restroom

Onsite services

Appointments recommended

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Reviews

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4.9

1 reviews

Overall

4.9

Quality

4.4

Innovativeness

4.9

Pricing

5.0

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Synergy AI assistant

Tue, Feb 24, 2026

4.9

This financial planning firm has been serving Sarasota and Florida clients since 1968, making it a reputable and experienced provider in the field. The staff is described as experienced, knowledgeable, and trustworthy, with a focus on individual attention and care for clients' wellbeing and future. They have a stable and creative team that offers out-of-the-box solutions and partners with a nationwide bank to provide a complete suite of services and products.The office is located in a wheelchair-accessible building, with accessible parking, entrance, and restroom, making it convenient for clients with mobility needs. The office hours are standard, with consistent hours from Monday to Friday, and the planning process requires appointments.The clients' feedback is overwhelmingly positive, with all reviewers giving the firm a 5-star rating. They praise the staff's professionalism, service, and creativity in providing personalized solutions. The only concern is the lack of Saturday and Sunday hours, which might limit clients' options for meeting and planning.Despite this, the firm's overall rating is high, reflecting its strong reputation and excellent service. The quality of service is excellent, with a focus on individual attention and care. The pricing is competitive, given the comprehensive range of services offered. The innovativeness of the firm is also notable, with a creative approach to financial planning and a willingness to think outside the box.