A complete list of active advisors currently associated with High Pines Wealth Management LLC

Warmer can help you find a great advisor at High Pines Wealth Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at High Pines Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.