A complete list of active advisors currently associated with North Pine Strategic Wealth

Warmer can help you find a great advisor at North Pine Strategic Wealth or one who fits your needs even better.

North Pine Strategic Wealth LLC is an independent, fee‑only registered investment adviser that provides wealth management and financial planning to individual and high‑net‑worth clients. The firm offers ongoing portfolio management on a discretionary or non‑discretionary basis, plus project‑based planning engagements and assistance implementing separately managed account strategies. The firm’s investment approach centers on diversified asset allocation informed by modern portfolio theory and may blend passive and active strategies, using fundamental, technical and cyclical analysis as appropriate. Portfolios can be tailored for client‑imposed restrictions, may incorporate socially responsible investing screens, and may include SMAs or third‑party managers when suitable. Distinctive aspects include that the firm was recently formed and, at the time of its ADV filing, reported no assets under management or clients, and the principal holds multiple advanced credentials (CFP®, CFA, CAIA) with prior institutional wealth‑management experience. Unlike most very small independents, the adviser is not presented as a solo practitioner, and it established relationships with institutional custodians and added SMA language early in its operations.

To learn more about the advisors currently working at North Pine Strategic Wealth, 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.

Name
Location
Years of experience
Nemanja Grujicic profile photo Nemanja Grujicic
Kirkland, WA
4
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