Wolf Pine Capital

EST. AUM
$19,904,847

CONTACTS
1

CLIENT ACCOUNTS
12

Firm Details

Metro area Manchester, NH
CRD Number 330261
Website wolfpinecapital.com
Client types

Overview

Wolf Pine Capital redefines wealth management by providing personalized, family office-style services. Their mission focuses on transparency, low fees, and tailored financial strategies for a wider audience. Specializing in financial planning, investment management, and wealth transfer, they assist clients in achieving immediate goals while securing their legacies. The firm invites individuals to connect with them to navigate their financial futures with confidence and expertise. Wolf Pine Capital adopts a modern, cloud-based approach to wealth management, eliminating traditional office expenses to offer clients competitive fees. Their efficient and accessible operations enable wealth management from anywhere with an internet connection. Although primarily remote, they are willing to arrange in-person meetings for clients in the Seacoast New Hampshire area and encourage contact to schedule convenient appointments.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Wolf Pine Capital

Platform Details

Investment Preferences

Alternative Activity

Address

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