# High Pines Wealth Management

High Pines Wealth Management is a Bank / Wealth / Trust based in Duxbury, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Duxbury, United States
- **Region:** North America
- **Address:** Duxbury, MA, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** highpineswealth.com
- **LinkedIn:** https://www.linkedin.com/company/high-pines-wealth-management-llc

## Regulatory record

- **CRD number:** 285191
- **SEC file number:** 801-116935
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/285191

## About

Founded in 2017, High Pines Wealth Management set up as a Massachusetts-registered investment advisor serving clients from its Duxbury base. The firm provides investment advisory services to a mix of individuals, high-net-worth households, trusts, and small-to-midsize businesses, with a practice built around integrating portfolio construction and ongoing financial planning rather than operating as a pure asset gatherer. High Pines runs discretionary and non-discretionary portfolios, constructing allocations across public equities, fixed income, and cash management vehicles. The firm's footprint stays concentrated in southeastern Massachusetts. No additional offices are publicly recorded. High Pines does not advertise an associated philanthropic foundation, adjacent real-asset vehicle, or co-investment club structure. Team headcount remains undisclosed, consistent with a principal-led practice where the advisor count is small and the client book is managed directly by the founding team. The structural differentiator for High Pines is its planning-first model in a coastal Massachusetts market crowded with larger trust companies and wirehouse teams. By operating as an independent RIA rather than a bank-owned trust department, the firm avoids product-shelf constraints and can source third-party managers without proprietary fund mandates, a governance feature that places it closer to a multi-family-office service model than to a traditional private bank.

## Questions

### How does High Pines source clients?

High Pines draws clients primarily from the South Shore and greater Boston area through a planning-led advisory relationship, positioning itself as an independent alternative to larger Boston trust companies and broker-dealer-affiliated advisors. The firm does not disclose a dedicated business-development team or institutional marketing function.

## Related profiles

- [High Note Wealth](https://altss.com/profile/high-note-wealth)
- [Highland Capital Advisors](https://altss.com/profile/highland-capital-advisors)

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Last updated: 2026-08-11T02:43:31.692Z

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