DoINeedAFinancialAdvisor
Claim
← Back to directory

cook pine capital llc

We don't vet or endorse listed businesses.

cook pine capital llcgreenwich, CT

Additional Information

Cook Pine Capital is an investment management firm that specializes in advising ultra-high net worth individuals, families and select institutions. The firm manages generational capital through customized investment portfolios and provides access to premier investment products and expertise.

Registered with US regulatory authoritiesRegistered with Japanese regulatory authorities

Specializes in

Ultra-high net worth familiesIntergenerational wealth preservation and buildingCharitable foundationsRisk-adjusted returnsPublic and private market investments

Services

Investment portfolio managementInvestment advisory servicesPortfolio customizationTax-efficient investment structuringInvestment manager selection and due diligence

Established 2005 · Languages: English, Japanese

Additional information extracted from the firm's public website. Last updated: September 16, 2026

Contact Information

Phone: 203-861-2930

Website: http://www.cookpinecapital.com

Own this business? Claim it free to unlock:

  • Manage your photos
  • Update hours & business info
Claim This Listing

Run a different financial advisor in greenwich? Add your business →

Optional

Confirm your Google profile

This step is optional. Find your Google Maps profile, then continue with the normal claim process.

Find on Google Maps

Open your profile, choose Share, and copy the Google Maps link back here.

We only check whether the link identifies a Google profile. It is not saved or connected.

Ready to manage this business?

Claim This Listing

Send an Inquiry

You might also need:

Not Sure Which Pro? →Free Mortgage Calculator →Find an Accountant →Find an Insurance Broker →Insurance Brokers in Houston, TX →Insurance Brokers in San Antonio, TX →Insurance Brokers in Chicago, IL →

Frequently Asked Questions

How much does a financial advisor cost in greenwich?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.