West Pine 43 LLC is a registered investment advisor. Kevin Pellegrini is CEO and managing member and for the last decade has held several leadership roles & high performer credentials on Wall Street including as a director at Oppenheimer & Co. Mr Pellegrini employs a forward thinking vision and wide perspective as the architect behind this financial service organization. “Our team did a great job with the website! As for the next generation program we rolled out, it starts with the video tutorials that parents can view with the next generation and it serves as a convo starter. Effective communication is critical and makes the wealth transition later much easier for everyone. This is more relevant then ever as the US is about to embark on the largest wealth transfer in history over the next decade.”

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