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

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

Triple Pine Wealth Management is a newly formed, state‑registered investment adviser that intends to serve individuals, high‑net‑worth clients, families, trusts, and small business owners with discretionary portfolio management and financial planning services. The firm currently has no advisory clients and offers both ongoing investment management and standalone financial planning engagements. Portfolios are built on a custom basis using long‑term, diversified asset allocation complemented by tactical adjustments, direct indexing, bond ladder strategies, and limited option strategies; the firm’s analysis toolkit includes fundamental, technical, quantitative, and risk‑based methods. Implementation emphasizes tax‑aware rebalancing and discretionary authority, with clients selecting their own custodians and the firm stating it does not custody client assets or accept third‑party compensation. Noteworthy for a firm of this profile, Triple Pine offers standalone flat‑fee financial planning while including planning services for investment clients, and it provides individual portfolio management despite being newly established and managing no client assets. The firm’s principal holds CFP® certification and is pursuing a law degree, the firm does not act as a private‑fund adviser, and it does not vote client proxies.

To learn more about the advisors currently working at Triple Pine 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.

Name	Location	Years of experience
Douglas Jampol	Austin, TX	7

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