At Wolf Pine Capital, we redefine wealth management with a focus on personalized, family office-style service at an AUM fee of 0.65% annually. Our mission is to offer transparency, low fees, and tailored financial strategies accessible to a broader audience. Specializing in financial planning, investment management, and wealth transfer, we help you achieve your immediate goals and secure your legacy. Connect with us to explore how we can help you navigate your financial future with confidence and expertise.

Bryce Haynes is a Planning Consultant at Fidelity Investments, where he partners with local individuals and their loved ones to develop comprehensive financial plans. He emphasizes connecting on a personal level to understand client preferences and utilizes Fidelity's resources to align plans with their financial goals. Bryce has accumulated experience in various roles at Fidelity Investments since 2021, including Relationship Manager, Financial Representative, Retirements Representative, and Customer Relationship Advocate. Prior to joining Fidelity, he worked as an Insurance Representative at Mutual of Omaha from 2020 to 2021. Outside of his professional work, Bryce has interests in comedy, cooking and baking, golf, movies, pets, and traveling.

Joseph Balsamo is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management in Portsmouth, NH. With over 37 years of experience in financial services, he specializes in providing financial advice and guidance to individuals and families. Joseph focuses on understanding clients' priorities to design and implement customized wealth management strategies that help pursue personal financial goals while managing investment risk. He serves as Senior Vice President of the Merrill Lynch office and employs a high touch client service model to review performance and progress frequently. Before joining Merrill in 2005, Joseph spent 20 years in corporate banking, underwriting and managing highly leveraged complex transactions. His background reflects a passion for entrepreneurship, capital markets, risk management, and financial planning. His areas of expertise include college education planning, family wealth management strategies, legacy planning, retirement income, socially responsible investing, and tax minimization. Joseph holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from the University of Massachusetts System. Joseph is involved in his community through service on the Seabrook Beach Village Planning Board. He and his wife, JoeAnn, have been married for 33 years and live on the New Hampshire Seacoast with their two sons and dogs. His personal interests include biking, golfing, skiing, and traveling.

Matthew Grant is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their personal priorities and develop strategies aimed at pursuing their financial goals across short-, mid-, and long-term horizons. His services include providing guidance on general investing, retirement planning, and saving for unexpected events. Additionally, he facilitates access to Bank of America specialists covering areas such as banking, credit, home financing, and small business solutions. Matthew holds professional designations as a Certified Investment Management Analyst (CIMA) and a Personal Investment Advisor (PIA). He earned his bachelor's degree from the University of New Hampshire. Through ongoing advice and guidance, Matthew supports clients in aligning their financial plans with evolving needs and objectives.

James Pothier is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping individuals, families, and business owners bring clarity and structure to their financial lives. His planning-first approach focuses on establishing a clear understanding of clients' current financial positions and future goals, enabling the creation of coordinated strategies that address priorities such as college education planning, family wealth management, liquidity management, tax minimization, and retirement income. James combines his experience with the resources and specialists available through Merrill Lynch and Bank of America to support clients comprehensively across banking, lending, investment, and planning needs. His work is informed by a background shaped in a small rural community in Alaska, where early exposure to financial uncertainty emphasized the importance of discipline and organization. Additionally, James applies a goal-oriented mindset developed as a former Division I track athlete to help clients break down financial objectives into manageable milestones. He holds a Bachelor's Degree from Northeastern University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, James enjoys camping, hiking, music, reading, rock climbing, running, skiing, spending time with family, and traveling.

Kathryn Drew is a Wealth Management Advisor with Merrill Lynch Wealth Management and managing partner of The Drew Wealth Management Group. She has over 28 years of experience working with high net worth individuals, companies, non-profit organizations, and affluent families across the United States. Kathryn focuses on helping clients build and preserve their net worth through a strategic and personalized Wealth Management process. Kathryn holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Divorce Financial Analyst® (CDFA), and Personal Investment Advisor (PIA). She earned her bachelor's degree from Oral Roberts University in Business. Her areas of expertise include college education planning, family wealth management, retirement income, philanthropic planning, socially responsible investing, and financial transactions such as business creation and sales, retirement, and estate planning. Kathryn is actively involved in community organizations including Cross Roads House, the Loon Preservation Society, the Seacoast Science Center, and the Squam Lake Conservation Society. She lives in Rye, New Hampshire, and supports ocean health and local conservation efforts. Her personal interests include boating, cooking, gardening, hiking, music, reading, scuba diving, traveling, yoga, and spending time with her family.

Siobhan Moore is a Financial Consultant currently working at Fidelity Investments since 2023. She collaborates with local individuals and their families to develop personalized wealth plans aimed at helping clients stay on track toward their financial goals. She focuses on understanding each client's specific situations, needs, and wants to assist them in defining their own financial success. Her professional experience includes roles as an Investment Consultant at Fidelity Investments from 2022 to 2023, a Wealth Management Specialist at Merrill Lynch from 2021 to 2022, and a Client Associate at Merrill Lynch from 2018 to 2021. Prior to that, she worked as an Internal Wholesaler at MFS Investment Management from 2015 to 2018. Outside of her professional work, Siobhan enjoys cooking and baking, spending time with family, hiking, skiing, and traveling.

James Lorenz is a Financial Consultant at Fidelity Investments, serving clients in the Seacoast and surrounding areas. With over 20 years of experience at Fidelity, he focuses on building long-term relationships with families to develop personalized and comprehensive financial plans. His career at Fidelity includes roles such as Wealth Management Planning Consultant, Director of Fidelity Charitable, and Director of Portfolio Advisory Services, reflecting extensive experience in wealth management and portfolio advisory services. He has held positions ranging from Financial Representative to Branch Service Manager, demonstrating a broad understanding of financial consulting and client management. James is a long-time resident of the area and is committed to working closely with clients to understand their situations and future goals in order to co-create effective financial strategies.