WIGGIN FINANCIAL SERVICES

Overview

Wiggin Financial Services is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-assets-under-management basis and offers hourly planning engagements. Its client base is primarily individual and family households rather than institutional or pension clients. Wiggin Financial Services does not identify as an active ESG investor and does not operate as a multi-state adviser or pension consultant. Investment activity centers on pooled public vehicles—mutual funds and similar public funds—used as the primary building blocks for client portfolios. The firm also supplements core fund exposure with direct allocations into private placements when appropriate for eligible clients. Given the scale of the business and its fee structure, the firm appears to favor straightforward, turnkey portfolio construction with third‑party funds for diversified exposure and selective use of less liquid alternative deals to pursue yield or niche opportunities for qualified clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices