Pine Harbor Wealth Management LLC

Pine Harbor Wealth Management is a registered investment adviser based in Fairfax, Virginia, established by David Quinn. The firm offers discretionary portfolio management services tailored to meet clients' needs and objectives. Clients granting discretionary authority allow the firm to manage their accounts without prior approval for each transaction. Financial planning services are also provided, with fees based on fixed, hourly, or monthly retainer arrangements. The firm primarily advises on stocks, bonds, ETFs, and mutual funds, with investment strategies including fundamental analysis, modern portfolio theory, long-term purchases, margin transactions, and ESG investing. As of December 31, 2024, Pine Harbor Wealth Management manages $444,750,649 in client assets on a discretionary basis. The fee structure for portfolio management services is based on a percentage of the net value of securities in the account, billed monthly in advance. The firm recommends utilizing the custody, brokerage, and clearing services of Charles Schwab & Co, Inc., and Fidelity Investments. David Quinn, the CEO, is a Certified Financial Planner™ (CFP®) and has a background in mechanical engineering and business. He also serves as the CEO of AdviceCloud, Inc., a financial technology software vendor. David Quinn has no required disclosures regarding disciplinary actions. Pine Harbor Wealth Management does not vote proxies on behalf of clients and does not have custody of client funds or securities. Clients may grant the firm discretion over their investments, and the firm does not participate in performance-based fees or side-by-side management.