Single Track Financial, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$29,331,360
Clients
32
Advisors
2
across 2 offices
About
Single Track Financial provides portfolio management, investment advisory, tax compliance, and wealth planning to individuals, trusts, estates, corporations and other business entities. The firm manages roughly $34 million across a small client base of about three dozen accounts.
The firm tailors portfolios to each client’s objectives and risk tolerance, using a mix of fundamental, technical and cyclical analysis and a combination of in-house and third‑party research. It implements strategies across individual stocks, mutual funds, ETFs, REITs and a range of fixed‑income instruments, at times purchasing FDIC‑insured certificates of deposit, and typically operates with discretionary authority and custody through Charles Schwab Advisor Services.
Single Track combines investment management with in‑house tax compliance and return preparation services and a management team that includes an advisor with an extensive background in tax law who continues to provide limited legal services separately. The brochure also discloses an affiliated principal’s consulting to private companies (with a stated policy not to invest client funds in those companies), a firm policy for pooled allocation of block trades, and that the firm does not vote client securities.
Client services
Expertise
Occupation focus
Fee options
Flat fee in some instances for tax compliance and return preparation services
1.00% of assets under management
Hourly rate for tax compliance and return preparation services
Account minimum: $50,000.00
Main office
See office400 Tradecenter, Suite 5900
Woburn MA 01801
Advisors at this office
1
Offices (2)
Most active in
Massachusetts · New Hampshire
Also doing business as
Single Track Financial, Inc. · Wrp Capital Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Advisors at this firm
Wayne P
Series 63, Series 65
Woburn, MA
Single Track Financial, Inc.
Wayne Pastel is a financial advisor at Single Track Financial, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Duval Klasnick And Pastel LLC since 2009, Single Track Financial since 2005, and Purshe Kaplan Sterling Investments since 2003. In addition to his advisory work, he is a practicing attorney and licensed insurance agent. Single Track Financial provides portfolio management, investment advisory, tax compliance, and wealth planning services to individuals, trusts, estates, corporations, and other business entities. The firm manages approximately $34 million across a small client base, tailoring portfolios using fundamental, technical, and cyclical analysis combined with in-house and third-party research.
Richard L
CFA®, Series 63, Series 65
Woburn, MA
Single Track Financial, Inc.
Richard Losanno Jr. is a CFA® charterholder with seven years of industry experience. He is the sole advisor at Single Track Financial, Inc. and holds Series 63 and Series 65 licenses. He has worked at Rosebud Capital, LLC since 2000. Single Track Financial provides portfolio management, investment advisory, tax compliance, and wealth planning services to individuals, trusts, estates, corporations, and other business entities. The firm manages approximately $34 million across a small client base and employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios to clients’ objectives and risk tolerances.
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