West Pine 43 LLC is a full service Registered Investment Advisor. They're a financial planning and asset management firm. They're led by Kevin Pellegrini who has held sr. leadership roles on Wall Street for the last decade including as a Director at Oppenheimer & Co.
"Having utilized Money Guide Pro since 2017 it was a seamless enhancement to our advisor portal. The planning and goal tracking tools if leveraged can elevate efficiency and customer experience. The demand for personalized advice continues to rise."
West Pine 43 LLC offers a full suite of financial planning and asset management services for high net worth households, corporate retirement plans, endowments, and charitable foundations. To learn about the firm's holistic approach to personal finance, please view our website wpine43.com.
About West Pine 43 LLC:
West Pine 43 LLC is a Registered Investment Advisor based in New York that offers a full suite of financial planning and asset management services to high net, corporate retirement plans, endowments and charitable foundations. The firms core principals is bringing value added- investments and financial planning to help its clients.
For more information, please visit wpine43.com
Advisory services are only offered to clients or prospective clients where West Pine 43 LLC are properly licensed or exempt from licensure. No advice may be rendered by West Pine 43 LLC unless a client service agreement is in place.
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Company Name: West Pine 43 LLC
Email:Send Email
Address:641 Lexington avenue, 14th floor
City: New York
Country: United States
Website: wpine43.com
