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PIN Wealth
Invest in companies that value sustainability and community improvement. PIN Wealth will show you how with socially responsible investing. Learn More.
PIN Wealth
Invest in companies that value sustainability and community improvement. PIN Wealth will show you how with socially responsible investing. Learn More.
General information
Firm type
Bank / Wealth / Trust
Year founded
2019
AUM
Undisclosed
Location
Region
North America
Country
United States
City
North Reading
Corporate office
North Reading, MA, United States
Principals
J. Wilson
Financial Advisor
Sector focus
Frequently asked questions
How does PIN Wealth apply socially responsible investing screens?
The firm describes three approaches: values-based investing that aligns with a client’s ethical priorities, sustainability investing targeting environmental and social-governance attributes, and exclusionary screens that remove companies or sectors a client objects to. The website does not specify a third-party data vendor, proprietary rating system, or minimum ESG-score threshold.
What client segments does PIN Wealth serve?
PIN Wealth organizes its services around early investors and entrepreneurs, individuals near or in retirement, and business owners. Each segment receives a customized combination of financial planning, cash-flow analysis, risk management, and retirement-plan design that the firm filters through its SRI framework.
Does PIN Wealth manage proprietary funds or act as a sub-advisor?
No proprietary fund family or sub-advisory mandate is disclosed. The firm presents itself as a retail-facing advisory practice that constructs portfolios from third-party investments, though it does not name custodians, TAMPs, or specific fund families on its public site.
Is PIN Wealth affiliated with a broker-dealer or larger RIA platform?
The public website does not list any broker-dealer relationship, network affiliation, or umbrella RIA structure. The sole contact listed is J. Wilson, Financial Advisor, at a North Reading phone number and email address.
What is PIN Wealth’s disclosed AUM?
PIN Wealth has not published a regulatory-assets-under-management figure, and no ADV filing was independently confirmed by Altss for this profile. The absence of a public AUM is noted and the firm is classified as undisclosed for allocator screening.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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