Pinkerton Wealth Partners and True Freedom® offer five strategic partnership paths—Research Subscription, IAR Employee Joining a Partner, IAR Owner Partnership, RIA Enterprise/TAMP Integration, and Full Acquisition—each designed to empower advisors with industry-leading research, scalable growth solutions, investment excellence, and long-term succession planning.
“We began our journey with Sherman as a subscriber, and found that our tactical Sherman portfolios were outperforming our active, passive, and other tactical portfolios net after all expenses over a 3-year period. That’s why we bought the firm.”
Dan Pinkerton, Co-Owner of Pinkerton Wealth, Sherman Research and True Freedom® Investing
If you want to focus on serving clients without the responsibilities of firm ownership, joining a Pinkerton Partner provides the ideal solution. By aligning with an established firm, you gain immediate access to proven business development systems, high-net-worth client acquisition strategies, and tactical investment portfolios, all without the administrative burden of running your own RIA.
With the backing of a trusted partner, you receive competitive compensation, compliance and operational support, and access to exclusive investment strategies—allowing you to accelerate your clients’ growth and your revenues while ensuring long-term stability. This model is perfect for advisors who want to spend more time advising clients and less time managing business logistics, enabling you to maximize your earning potential while leveraging the strength of an established financial powerhouse.
“I experienced owning my own financial advisory firm in Ohio, and have preferred this IAR Employee Track, so I could focus on serving my clients, receiving above-average compensation, without all the headaches of running a business.”
Gary Pinkerton, CFP®, AIFA®, MBA
As an Independent Advisor Representative (IAR) Partner, you maintain full ownership of your brand while benefiting from our decades of expertise. Unlike other firms that impose restrictive FINRA-based models, Pinkerton Wealth Partners offers a turnkey infrastructure that allows you to scale growth while preserving your independence. You gain access to compliance support, marketing resources, advanced portfolio strategies, and practice management tools, all designed to help you grow without compromise.
With our enterprise-level support, you can focus on what truly matters—your clients and your growth—while we handle the complexities of operational efficiency, regulatory compliance, and cutting-edge investment strategies. Whether you’re looking to expand your reach or streamline your business, our partnership model ensures that you receive world-class resources without sacrificing your autonomy.
“We came to True Freedom® to give our clients a better opportunity for success and it has been a virtual goldmine! After 30 years in this business, we were tired of the same old buy and hold strategies recommended today, the wait and see, hang in there approach. Now we are better, we do more, and we are different. Our work is less challenging and more fun. We are enjoying increased revenues, awesome workshop slides, easiest closes we’ve ever had with accredited investors, more referrals, and great support from the Pinkerton teams. Best of all, our clients love it! THANK YOU!”
Dan Ostlund, CFF®, Owner of Ostlund Wealth in Tacoma, WA
“After 37 years as an advisor, transitioning from a large independent broker-dealer to Pinkerton Wealth Partners was a remarkably seamless and efficient experience. Both my team and our clients are enthusiastic about our future with Pinkerton, benefiting from their exceptional services, Advance & Protect™ tactical, active, and passive portfolios, and their exclusive accredited investor workshop.”
Cliff Robello, CFP®, ChFC®, Owner of CMR Financial Advisors, Inc. in Honolulu, HI
“Specializing in Family Office services, it has been a privilege to join forces with the Pinkerton team utilizing their service team, research, tactical asset allocation strategies, and Pinkerton Wealth 401(k) plan services.”
Brett Redd, CPA®, Owner of Privi Group, LLC in Salt Lake City, UT
For RIAs looking to elevate their investment offerings, our Enterprise Solution or Turnkey Asset Management Platform (TAMP) provides seamless integration with True Freedom® institutional-quality tactical strategies. Whether you run a multi-advisor RIA or need a customized investment solution, partnering with True Freedom® gives you direct access to our proprietary Advance & Protect strategies, cutting-edge research, and tactical asset allocation models.
Our Enterprise and TAMP solutions are designed for firms seeking scalability without sacrificing investment excellence. By integrating our portfolios, you can offer risk-managed strategies that enhance client confidence and retention. Additionally, our back-office support and compliance services help streamline your operations, allowing you to deliver superior results while maintaining your firm’s unique identity.
“Active markets require active management! SPL’s expertise in quantitative analysis, market signals and tactical strategies, coupled with their array of TAMP model portfolios, has helped us build trust and confidence with our clients for over 15 years.”
Chris Wootton, ChFC®, Owner of Wootton Financial Group, Inc. near Houston, Texas
For advisors considering a succession plan, selling your firm to Pinkerton Wealth Partners or a Pinkerton Partner ensures that your clients and legacy are entrusted to a firm committed to long-term integrity, stability, and excellence. Unlike private equity buyers focused on short-term profits, PWP prioritizes advisor continuity, client-first fiduciary service, and a seamless transition process.
Our acquisition model provides a competitive valuation, upfront liquidity, and structured payouts, ensuring that you receive the true value of your life’s work while preserving your firm’s mission. Whether you’re looking for full retirement or an ongoing leadership role, we offer flexible transition options tailored to your needs. Secure your legacy with a firm dedicated to long-term advisor success and client well-being.
“Since transitioning with me to Pinkerton, my clients have enjoyed greater investment opportunities, my annual income has grown substantially, and I am much better positioned for my eventual retirement.”
Paul Steenblik, CFA®, CFP®, Spokane, WA
Every advisor’s journey is unique. Whether you seek research insights, strategic partnerships, business growth acceleration, investment integration, or a succession solution, Pinkerton Wealth Partners & True Freedom® provide the resources and expertise to help you thrive.
Partner with Pinkerton Wealth and gain a dedicated team that prioritizes your success.
With cutting-edge technology, personalized support, and a commitment to excellence, we empower financial advisors to grow and thrive. Experience a collaborative approach that puts your goals first. Let’s build a stronger future together!
Pinkerton Wealth Partners
2000 John Loop
Coeur d’Alene, ID 83814
1.208.584.5447
1.800.634.2008
join@pinkertonpartners.com
Fax: 208.667.5868
Pinkerton Wealth, LLC is a Registered Investment Advisor, doing business as Pinkerton Wealth Partners. No client or potential client should assume that any information presented or made available on or through this website should be misconstrued as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.
©2026 Pinkerton Wealth Partners
Partner with Pinkerton Wealth and gain a dedicated team that prioritizes your success.
With cutting-edge technology, personalized support, and a commitment to excellence, we empower financial advisors to grow and thrive. Experience a collaborative approach that puts your goals first. Let’s build a stronger future together!
Pinkerton Wealth Partners
2000 John Loop
Coeur d’Alene, ID 83814
1.800.634.2008
1.208.584.5447
join@pinkertonpartners.com
Fax: 208.667.5868
Pinkerton Wealth, LLC is a Registered Investment Advisor, doing business as Pinkerton Wealth Partners. No client or potential client should assume that any information presented or made available on or through this website should be misconstrued as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.
©2025 Pinkerton Wealth Partners
