High Pines Wealth Management LLC

High Pines Wealth Management LLC (CRD# 285191) is a financial advisory firm headquartered in Duxbury, MA. They manage $130,429,325 in 349 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
40 Tremont Street, Suite 62, Duxbury, MA 02332
https://www.linkedin.com/company/high-pines-wealth-management-llc
By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    349
    ACCOUNTS
  • Average Account Value
    $373,723
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, MI, NH, NY, TX, WA

Financial Advisors at High Pines Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jim Gibbons, financial advisor Duxbury MA
Jim M. Gibbons
CRD#: 2564337
40 Tremont Street, Suite 62, Duxbury, MA 02332

Jim Gibbons (CRD# 2564337) is an Investment Advisor Representative working at High Pines Wealth Management LLC in Duxbury, MA and has over 28 years of experience in the finance industry.

2
Raymond Morris, financial advisor Duxbury MA
Raymond K. Morris
CRD#: 5737357
40 Tremont Street, Suite 62, Duxbury, MA 02332

Raymond Morris (CRD# 5737357) is an Investment Advisor Representative working at High Pines Wealth Management LLC in Duxbury, MA and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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