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

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

Pyn Wealth Management LLC provides financial planning and discretionary portfolio management to individuals as well as to pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Advisory services include tax, insurance, retirement and estate planning advice and implementation using mutual funds, ETFs, stocks, bonds, REITs and certificates of deposit, with the firm managing assets on both a regular custodian platform and in adviser‑class annuities for clients who already hold annuities. The firm builds asset allocation using Modern Portfolio Theory informed by both fundamental and technical analysis, tailoring recommendations to each client’s age, time horizon, income, liabilities, risk tolerance and concentration needs. PWM generally implements long‑term positions, accepts discretionary authority while allowing clients to impose written investment restrictions, and conducts portfolio reviews at least annually. Noteworthy features relative to many independent peers include the firm’s explicit acceptance of corporate and other business clients, and its ongoing use of adviser‑class annuity contracts with an option to replace contracts when a more favorable alternative exists. The firm is relatively new and modest in scale—managing roughly $4.8 million for about 32 clients—and discloses that the firm’s principal devotes a portion of time to administrative support for another investment firm as an outside business activity.

To learn more about the advisors currently working at PYN 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.