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Single Track Financial, Inc.

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Client assets under management

$29,331,360

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Clients

32

66% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

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Clients per advisor

16

Very Low

Average account size

$916,605

About

Single Track Financial provides portfolio management, investment advisory, tax compliance, and wealth planning to individuals, trusts, estates, corporations and other business entities. The firm manages roughly $34 million across a small client base of about three dozen accounts.

The firm tailors portfolios to each client’s objectives and risk tolerance, using a mix of fundamental, technical and cyclical analysis and a combination of in-house and third‑party research. It implements strategies across individual stocks, mutual funds, ETFs, REITs and a range of fixed‑income instruments, at times purchasing FDIC‑insured certificates of deposit, and typically operates with discretionary authority and custody through Charles Schwab Advisor Services.

Single Track combines investment management with in‑house tax compliance and return preparation services and a management team that includes an advisor with an extensive background in tax law who continues to provide limited legal services separately. The brochure also discloses an affiliated principal’s consulting to private companies (with a stated policy not to invest client funds in those companies), a firm policy for pooled allocation of block trades, and that the firm does not vote client securities.

Client services

Portfolio management

Expertise

General tax planning Wealth management

Occupation focus

Attorney Founder/Business Owner

Fee options

Fixed

Flat fee in some instances for tax compliance and return preparation services

Percentage

1.00% of assets under management

Project-based

Hourly rate for tax compliance and return preparation services

Other

Account minimum: $50,000.00

Main office location

Single Track Financial, Inc.

400 Tradecenter, Suite 5900

Woburn MA 01801, United States

Number of offices

1

Most active in

More info

Massachusetts · New Hampshire

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 781-939-6830

Advisors at this firm

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Wayne P

Series 63, Series 65

Woburn, MA

Single Track Financial, Inc.

Wayne Pastel is a financial advisor at Single Track Financial, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Duval Klasnick And Pastel LLC since 2009, Single Track Financial since 2005, and Purshe Kaplan Sterling Investments since 2003. In addition to his advisory work, he is a practicing attorney and licensed insurance agent. Single Track Financial provides portfolio management, investment advisory, tax compliance, and wealth planning services to individuals, trusts, estates, corporations, and other business entities. The firm manages approximately $34 million across a small client base, tailoring portfolios using fundamental, technical, and cyclical analysis combined with in-house and third-party research.

General tax planning Wealth management Attorney Founder/Business Owner
user avatar

Richard L

CFA®, Series 63, Series 65

Woburn, MA

Single Track Financial, Inc.

Richard Losanno Jr. is a CFA® charterholder with seven years of industry experience. He is the sole advisor at Single Track Financial, Inc. and holds Series 63 and Series 65 licenses. He has worked at Rosebud Capital, LLC since 2000. Single Track Financial provides portfolio management, investment advisory, tax compliance, and wealth planning services to individuals, trusts, estates, corporations, and other business entities. The firm manages approximately $34 million across a small client base and employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios to clients’ objectives and risk tolerances.

General tax planning Wealth management Attorney Founder/Business Owner
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