# PIN Wealth

PIN Wealth is a Bank / Wealth / Trust based in North Reading, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** North Reading, United States
- **Region:** North America
- **Address:** North Reading, MA, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** pinboston.com
- **LinkedIn:** https://www.linkedin.com/company/progressive-investors-network

## Regulatory record

- **Reports private funds:** No

## About

Invest in companies that value sustainability and community improvement. PIN Wealth will show you how with socially responsible investing. Learn More.

## Sectors

- Sustainability
- ESG & Impact

## People

- J. Wilson — Financial Advisor

## 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.

## Related profiles

- [Pinto Ventures AG](https://altss.com/profile/pinto-ventures-ag)
- [Pioneer Bancorp](https://altss.com/profile/pioneer-bancorp)

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Last updated: 2026-06-03T20:00:00.000Z

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