Little House CapitalInvestment Management Company in Boston, Massachusetts
Markets pull back from all-time highs. Valuation recalibration driven by shifts in interest rates, inflation, and a strong global economy. Now what?
See the Little House take at https://littlehousecapital.com/…/flash-note---valuation-rec…
New office location in Worcester, MA in the Elm Park district. Little House Capital continuing to grow, come learn more at www.littlehousecapital.com
New wealth management firm Little House Capital, LLC launches; firm’s founding partners are seasoned professionals, offering comprehensive solutions
ISSUED NOVEMBER 9, 2017… Announcing the launch of a new, full-service wealth management firm: Little House Capital (www.littlehousecapital.com), which integrates investment management and wealth advisory on a next generation platform....
Robert Stimson serves as Chief Executive Officer of the firm, which is owned and operated by founding partners and principals. These seasoned professionals include:
Robert C. Stimson, CPA of Hingham, MA
James R. Moise of Arlington, MA
Scott A. Gillespie of Boston, MA
Michael C. Kozak, Esq., CFP® of Middleton, MA
Jeremy S. David, Esq., CFP® of North Easton, MA
Shawn M. McCarthy, CFP® of Stoneham, MA
Robert B. Murphy, CPA, MST of Woburn, MA
Robert Stimson, founding partner, stated, “The industry is changing and we need to change with it by offering more advanced solutions better designed to meet the needs and goals of our clients. Little House Capital was built with that in mind and has made significant investments in technology that other firms are not making a priority.”
About Little House Capital, LLC:
Little House Capital, LLC is an SEC Registered Investment Advisor. The firm was established to redefine the wealth management experience by integrating investment management, financial planning, and complex estate and tax strategies. We provide seamless and comprehensive goal-based solutions to achieve desired outcomes for wealthy individuals, their families, trusts, foundations, and endowments.
To learn more about Little House Capital, LLC, please contact 617-545-5600 or visit www.littlehousecapital.com.