High Pines Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
High Pines Wealth Management serves individuals (including high‑net‑worth clients), trusts, estates, businesses, foundations, and endowments with comprehensive wealth management, discretionary and non‑discretionary investment management, and financial planning. The firm advises on retirement accounts and tax‑sensitive strategies and does not state a minimum account or relationship size.
The firm’s investment work is grounded in fundamental analysis and blends active and passive approaches, using mutual funds, ETFs, individual large‑cap equities, and corporate or municipal bonds; portfolios are generally constructed for the long term while allowing shorter‑term trades for rebalancing or cash needs. High Pines reported $184,043,653 in assets under management as of December 31, 2025 (approximately $173.4M discretionary) and conducts ongoing monitoring with at least annual formal reviews.
A distinctive disclosure in the brochure is that the firm advertises hypothetical performance, and the materials reiterate the standard caution that modeled or past returns are not guarantees of future results—an uncommon practice among peers in this category. The firm operates with a two‑advisor model supported by a Director of Portfolio Management who holds the CFA charter and a London School of Economics diploma, and it relies on institutional custodial platforms (Schwab and Fidelity) and a third‑party proxy voting service (Broadridge/ProxyEdge) in its operational and governance processes.
Client services
Expertise
Fee options
0.50% to 1.25% annually (negotiable, based on services and complexity)
Main office
40 Tremont Street, Suite 62
Duxbury MA 02332
Advisors at this office
2
Most active in
Florida · Massachusetts · Michigan · New Hampshire · New York · Oregon · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jim G
Series 63, Series 65
Duxbury, MA
High Pines Wealth Management LLC
Jim Gibbons is a financial advisor at High Pines Wealth Management LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Strategic Advisers, Inc. and Fidelity Brokerage Services, Inc. He also spends time involved in non-variable insurance activities unrelated to investment management. High Pines Wealth Management offers comprehensive wealth management and financial planning services to individuals, trusts, estates, businesses, foundations, and endowments. The firm employs a long-term investment approach using a mix of mutual funds, ETFs, individual stocks, and bonds, managing approximately $159 million in client assets.
Raymond M
Series 66
Duxbury, MA
High Pines Wealth Management LLC
Raymond Morris is a financial advisor at High Pines Wealth Management LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments for eight years before joining High Pines in 2018. Morris is also a licensed insurance professional, dedicating a small portion of his time to this activity. High Pines Wealth Management provides comprehensive wealth management and financial planning services to individuals, trusts, estates, businesses, foundations, and endowments. The firm employs a long-term investment approach combining fundamental analysis with active and passive strategies across multiple asset classes.
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