Putnam Wealth Management

Preserving and sustaining wealth for the future

Clients need help with complex financial planning matters such as efficient wealth transfer, tax and inflation risk, and sustainable income in retirement. Financial-planning experts Bill Cass and Chris Hennessey weigh in each week with a range of insights, tips, and legislative updates.

Subscribe via RSS
Wealth Management resources

Putnam offers a wealth of resources to help you engage clients in meaningful conversations that can lead to useful solutions for them and business-building opportunities for you.

Wealth Management Spotlight:

Intergenerational Wealth Transfer

Year-end planning ideas

Tax- and estate-planning ideas including changes to claiming Social Security benefits and the latest news on the DOL’s fiduciary rule.

Read more