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People-driven

financial planning financial advising investing financial wellness financial freedom

Financial guidance for the long road ahead and all of life’s adventures along the way.

Silver Pine Capital

We help get your house in order.

Silver Pine Capital (SPC) is a state-registered investment

firm focused on helping everyday people achieve financial freedom

and navigate the long road ahead. We offer a holistic financial wellness

program custom-tailored to help you grow your nest egg and prepare

for all of life’s rainy days and shining moments yet to come.

Silver Pine Capital (SPC) is a state-registered investment firm focused on helping everyday people achieve financial freedom and navigate the long road ahead. We offer a holistic financial wellness program custom-tailored to help you grow your nest egg and prepare for all of life’s rainy days and shining moments yet to come.

Wealth Management

Guiding you along the path to prosperity.

We empower you to fully understand your complete financial situation and encourage you to set realistic goals with the expectation of achieving them.

Wealth Management

Guiding you along the path to prosperity.

We empower you to fully understand your complete financial situation and encourage you to set realistic goals with the expectation of achieving them.

Investing

Custom portfolios catered to you.

Our investment strategies span the spectrum of

asset classes – from equities (stocks) and fixed income

(treasuries, municipals, corporates, and high-yield bonds)

to alternative (hedged equity) and real assets

(real estate and commodities).

Our investment strategies span the spectrum of asset classes – from equities (stocks) and fixed income (treasuries, municipals, corporates, and high-yield bonds) to alternative (hedged equity) and real assets (real estate and commodities).

Diversified Portfolios

Custom investments that mirror your lifestyle.

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Equity Investing

Add value to your existing positions and assets.

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Hedged Investing

Minimize risk and limit potential downside.

Learn More

Diversified Portfolios

Custom investments that mirror your lifestyle.

Learn More

Equity Investing

Add value to your existing positions and assets.

Learn More

Hedged Investing

Minimize risk and limit potential downside.

Learn More
Financial Wellness

Helping you navigate everyday challenges.

Explore the challenging world of personal finance with us as we break down all the nuances on our blog and our podcast, now airing on Spotify.

Financial Wellness

Helping you navigate every day challenges.

Explore the challenging world of personal finance with us as we break down all the nuances on our blog and our podcast, now airing on Spotify.

Client Testimonials

We work hard to earn your trust.

I was referred to Jim through a coworker and I'm so glad I made the investment to work with him. I was looking to get some advice on what to do with my 401k and my overall financial situation. I had so much anxiety about money and didn't even know where to start or what to do! Working with Jim was exactly what I needed. [He] has been the financial advisor to set me up financially to live my best life!

Rebecca T.Boston, Massachusetts

Working with Jim and the SPC team for both wealth management and subsequently, portfolio management has been the best decision of our financial planning lives. They do an exceptional job in helping us contextualize the impact of the rapidly changing economy on our financial life and family planning. They're true partners, educators, advisors, connectors, and friends.

Kun Y.Boston, Massachusetts

When we first had difficulty with a Long-Term Care policy for our father, Jim jumped right in to help us untangle the mess that we had. He is such a great resource and so very knowledgeable with our insurance needs on so many levels. The team at SPC always goes above and beyond measure to help with our investment and financial planning needs. It gives us great piece of mind to know our finances are in such capable hands.

Kelley S.Bridgewater, New Hampshire

My wife and I merged our financial investments shortly after our marriage and are delighted with the personal attention to our goals and desires. It is a pleasure and to be associated with a firm with top credentials in financial planning and a track record of putting client interests first. After years of working with a brokerage firm that clearly put their own interests first, SPC has been a refreshing change.

Jack F.Arlington, Virginia

When our investments were not performing as we had hoped, we turned to Silver Pine Capital to take a look at what we had and to see where we might do better. Rob was a huge help in the transition and we are very pleased, not only with the performance, but the individual care he gives us as we plan for our future needs. He has found opportunities for us that have proven to be extremely beneficial.

Steven S.Bridgewater, New Hampshire

For nearly five years now, Rob / SPC has consistently been responsive, thoughtful, pragmatic, understandable (really does bring Wall Street to Main Street!), and delivering strong results. Rob / SPC is a keeper.

Jeremy B.Lincoln, Mass.

Silver Pine Capital takes the time to completely understand their client’s needs and wants and the true value in the business of their clients. Their integrity was very apparent from the start of our communication which in the brokerage world is hard to find. We wouldn’t think of working with anyone else.

Ricki F.Arlington, Virginia
Client Testimonials

We work hard to earn your trust.

“I was referred to Jim through a coworker and I'm so glad I made the investment to work with him. I was looking to get some advice on what to do with my 401k and my overall financial s ituation. I had so much anxiety about money and didn't even know where to start or what to do! Working with Jim was exactly what I needed. [He] has been the financial advisor to set me up financially to live my best life!”

Rebecca T.Boston, Massachusetts

“Working with Jim and the SPC team for both wealth management and subsequently, portfolio management has been the best decision of our financial planning lives. They do an exceptional job in helping us contextualize the impact of the rapidly changing economy on our financial life and family planning. They're true partners, educators, advisors, connectors, and friends.”

Kun Y.Boston, Massachusetts

“When we first had difficulty with a Long-Term Care policy for our father, Jim jumped right in to help us untangle the mess that we had. He is such a great resource and so very knowledgeable with our insurance needs on so many levels. The team at SPC always goes above and beyond measure to help with our investment and financial planning needs. It gives us great piece of mind to know our finances are in such capable hands.”

Kelley S.Bridgewater, New Hampshire

“My wife and I merged our financial investments shortly after our marriage and are delighted with the personal attention to our goals and desires. It is a pleasure and to be associated with a firm with top credentials in financial planning and a track record of putting client interests first. After years of working with a brokerage firm that clearly put their own interests first, SPC has been a refreshing change.”

Jack F.Arlington, Virginia

“When our investments were not performing as we had hoped, we turned to Silver Pine Capital to take a look at what we had and to see where we might do better. Rob was a huge help in the transition and we are very pleased, not only with the performance, but the individual care he gives us as we plan for our future needs. He has found opportunities for us that have proven to be extremely beneficial.”

Steven S.Bridgewater, New Hampshire

“Silver Pine Capital takes the time to completely understand their client’s needs and wants and the true value in the business of their clients. Their integrity was very apparent from the start of our communication which in the brokerage world is hard to find. We wouldn’t think of working with anyone else.”

Ricki F.Arlington, Virginia

"For nearly five years now, Rob / SPC has consistently been responsive, thoughtful, pragmatic, understandable (really does bring Wall Street to Main Street!), and delivering strong results. Rob / SPC is a keeper."

Jeremy B.Lincoln, Mass.
Get in Touch

How can we help?

Questions? We’ve got answers. Leave us a message and we’ll be in touch.

    Get in Touch

    How can we help?

    Questions? We’ve got answers. Leave us a message and we’ll be in touch.