HIGH PINES WEALTH MANAGEMENT LLC

Overview

High Pines Wealth Management LLC is an independent RIA that manages wealth for individuals and families with a fee model based on a percentage of assets under management. The firm’s portfolio posture favors equities and exchange-traded products, with a notable emphasis on indexed exposure — its largest holding is the Vanguard Russell 1000 Growth Index Fund — while also blending active mutual funds where appropriate. Advisory services center on financial planning and portfolio management for individuals, small businesses, and institutions. High Pines does not position itself as a capital allocator and is not an active ESG investor. Investment activity shows a clear preference for liquid, tradeable equity instruments (ETFs and stocks) as the primary building blocks of client portfolios, supplemented by third-party alternative strategies. The firm deploys discretionary authority across the bulk of client assets, allowing it to implement model-driven or customized equity tilts and rebalancing without client-by-client approvals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices