Gary Pinkerton is a well-known financial educator in the Cleveland area and specializes in the issues that business executives and seniors deal with on a day-to-day basis. Gary has advised executives and retirees from GM, Ford, Lincoln Electric, Microsoft, and GE. He is the President of Pinkerton Wealth Management, which provides comprehensive management with superior service; helping their clients achieve their personal goals. |
Paula and her husband Gary founded Pinkerton Wealth together over five years ago. She has been instrumental in establishing the company and keeping Gary on course. Her primary duties include Marketing and Event Coordination. |
Adam Henry was born here in Northeast Ohio and has had a lifelong presence in the area. After graduating from Kenston High School, he continued his education at Miami University of Ohio. Adam is someone who appreciates life and desires to give back to his community. He is involved in a number of civic and charitable organizations including the Chagrin Valley Jaycees and the Geauga Park District. Adam lives in the Village of Chagrin Falls where he enjoys fly fishing on the local rivers and streams with his wife Ashley their dog Denver. Adam received a Bachelor of Business Science degree in Marketing from Miami University of Ohio and holds his FINRA Series 7 & 66 securities registrations. He spent 3 years working for Wells Fargo Private Banking in Charlotte, North Carolina and Denver, Colorado. Adam has also been awarded a graduate-level designation of Certified Fund Specialist® by The Institute of Business & Finance after completing course work focusing on closed-end funds, mutual funds, ETFs, REITs, UITs and modern portfolio theory. |
Denise is the leading Long Term Care Specialist in the North East Ohio area. She has 15 years experience in the insurance industry, with the 8 most recent years concentrated in the long term care arena. She was a featured speaker at the 5th Annual Long Term Care Forum in Las Vegas, NV and has presented to the State of Ohio committee on Medicare & Medicaid Financing. As part of the public education service, Denise is available to area groups and companies for briefing sessions, after-dinner talks, and lectures. Denise is a native of Oberlin, Ohio and presently resides in Rocky River, OH with Tom and two Schnauzers, Izzy and Buddy |



Gary Pinkerton, CFP®, MBA, CFS
Paula Pinkerton - Vice President
Adam Henry, CFS® - Client Service Manager
Denise Gott - Long Term Care Specialist