PYN Wealth Management LLC

Pyn Wealth Management provides financial planning and investment advisory services, including tax planning, insurance planning, retirement planning, and estate planning, to individuals as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm, formed in 2021 and providing advisory services since 2023, manages roughly $3.6 million across about 32 client relationships.

The firm’s investment approach is rooted in Modern Portfolio Theory and combines fundamental and technical analysis to implement asset allocation across stocks, bonds, publicly‑traded REITs, commodities, mutual funds, ETFs, preferred stocks, and certificates of deposit, with a primary emphasis on long‑term holdings. Accounts are managed on a discretionary basis and clients may impose written restrictions on asset classes or industries when appropriate.

Noteworthy distinctions include the explicit servicing of corporate and other business clients — a client type that is uncommon among similar independent advisers — and the use of two management platforms, one of which holds adviser‑class annuities for clients who previously purchased annuities and may be replaced with a more favorable contract. The firm’s principal is self‑supervising and the brochure discloses outside, non‑investment employment that occupies approximately 20% of her time.