Pine Harbor Wealth Management, LLC
Pine Harbor Wealth Management, LLC is a SEC-registered, fee-only, independent investment adviser headquartered in Silver Spring, Maryland. Founded in 2019, the firm serves individuals, families, and businesses across the United States and abroad, providing personalized financial strategies and comprehensive financial planning. With approximately 3 employees, Pine Harbor operates with fiduciary responsibility and offers transparent, commission-free advisory services. David Quinn is the Chief Executive Officer, and Thomas B. Conway is a Senior Wealth Adviser at the firm.
Investment Strategy
Pine Harbor Wealth Management utilizes a fee-only approach, offering independent, customized wealth management and financial planning services. The firm works closely with clients to develop personalized investment strategies tailored to their unique needs, goals, and circumstances. They do not sell proprietary products and focus on holistic, long-term financial planning, including investing, retirement, and estate planning for individuals, families, and businesses. Their philosophy centers on acting as fiduciaries, ensuring all recommendations align with the best interest of their clients, employing flat fees and percentage-of-AUM models, and never taking commissions.
Top Holdings
Equity Positions (102)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFUS | DIMENSIONAL ETF TRUST | 12.24% | $34.8M | 519,119 | $55.54 | $67.02 | +$3.8M |
P PAAA | PGIM ETF TR | 9.74% | $27.7M | 538,354 | $51.25 | $51.45 | +$2.5M |
P PULS | PGIM ETF TR | 9.19% | $26.1M | 525,195 | $49.64 | $49.76 | +$5.8M |
D DFIC | DIMENSIONAL ETF TRUST | 7.82% | $22.2M | 714,979 | $26.47 | $31.09 | +$3.5M |
Q QQQ | INVESCO QQQ TR | 6.43% | $18.3M | 33,122 | $457.44 | $551.64 | +$2.9M |