About West Pine Asset Management
Team
Kevin Pellegrini
CEO & Founder
The West Pine Team is led by Kevin Pellegrini and has managed client assets with same investment process since 2011. Mr. Pellegrini employs a forward-thinking vision & global perspective as the architect behind this next level financial service organization. With leadership roles at Oppenheimer and other Wall St. firms he brings cross sector experience & high performer credentials. Wealth creation is always at the forefront of the organization.
Firm Values
Client First
Independent Thought
Action Through Discipline,
Not Emotion
Nobody likes uncertainty. Knowing exactly what to expect from your financial advisor is the bedrock of a strong relationship. We balance independent, cutting-edge investment advice with a very personal approach, keeping you constantly updated on what matters most to you.
Understanding your unique objectives leads to a coherent, actionable plan—one we set out to accomplish together. On the path to success, we are process driven, while remaining agile and ready to take advantage of emerging opportunities.
Everything we do for you bears our hallmarks of elegance and simplicity.
Our Concierge Process
The heart of our practice is founded on sound wealth planning and agile investment management structured to handle your multi-generational needs.
We begin with a series of conversations to understand your goals, risk tolerances and time considerations. From this we derive a plan that leads to an asset allocation model, tailored to meet your objectives. On your behalf, we seek the best managers in their space with the aim of providing a customized mix of investments that is truly diverse. Then we rigorously monitor and adjust your portfolio to stay alert and flexible in changing markets.
Whatever we do, we’re always in alignment with your intentions and working solely in your best interests. To further address your the future, we also assist you with tax efficiency and comprehensive estate planning.
Strategic Alliances
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Charles Schwab is an American businessman and founder of the Charles Schwab Corporation, one of the largest brokerage firms in the United States. | Read more |
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Money Guide Pro is a comprehensive financial planning software designed to help individuals and financial advisors make informed decisions about managing and optimizing their finances. | Read more |
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The CFA Institute is a global association of investment professionals that offers the Chartered Financial Analyst (CFA) credential and promotes ethical and professional standards in the finance industry. | Read more |
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Interactive Brokers is a popular online brokerage firm that offers low-cost trading, a wide range of investment options, and advanced trading technology. | Read more |
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E Money Advisor is a digital financial planning and wealth management platform that uses innovative technology to provide personalized financial advice and investment management services to its clients. | Read more |