A complete list of active advisors currently associated with Wolf Pine Capital

Warmer can help you find a great advisor at Wolf Pine Capital or one who fits your needs even better.

Wolf Pine Capital provides comprehensive wealth management and financial planning to individuals, high-net-worth clients, corporations and employee benefit plans. Services described in the brochure include investment management, ongoing and project-based financial planning, limited-scope consulting, and retirement plan advisory services for participant-directed plans. The firm’s investment approach relies on modern portfolio theory and a mix of passive and active strategies, using mutual funds, ETFs, individual securities and, when appropriate, outside managers to construct diversified asset allocations tailored to client objectives and risk tolerance. It operates as a fee-only adviser and offers clients a choice between asset-based or fixed-fee arrangements, typically managing accounts on a discretionary basis while including planning and monitoring as part of engagements. Noteworthy for a firm of its size, Wolf Pine Capital explicitly serves retirement plans and offers pension consulting, including the ability to act as a 3(38) discretionary fiduciary or a 3(21) investment advisor, plus participant education and vendor searches—services that are relatively uncommon among independent advisers. The brochure also discloses an affiliated bookkeeping business owned by the firm’s principal and operational arrangements such as standing letters of authorization that can create custody implications, which the firm documents and describes.

To learn more about the advisors currently working at Wolf Pine Capital, 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.