High Pines Wealth Management LLC

High Pines Wealth Management, LLC is a registered investment advisor established in March 2017 and primarily owned by James M. Gibbons. The firm offers wealth management services to individuals, high-net-worth individuals, trusts, estates, businesses, foundations, and endowments, acting as a fiduciary to clients. Services include investment management, financial planning, retirement account advice, and more. The firm's investment strategies include fundamental analysis, active investment management, passive index investment management, tax-sensitive portfolio management, and specialized sub-asset class management. High Pines charges wealth management and investment advisory fees ranging from 0.50% to 1.25% annually based on assets under management. The firm does not charge performance-based fees and does not participate in wrap fee programs. As of December 31, 2024, High Pines manages $159,173,212 in client assets. Clients are not obligated to roll over retirement accounts to the firm. The firm does not have any disciplinary information, and its advisors, James M. Gibbons and Raymond K. Morris, have clean records. The firm's privacy policy ensures the protection and confidentiality of clients' personal information and outlines how information is collected, shared, and protected. Clients have the right to limit information sharing.