Little House Capital, LLC
Investment ManagementView the employees at
Little House Capital, LLC-
Jeremy S. David, ESQ., CFP® Partner, Managing Director and Chief Compliance Officer
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Braintree, Massachusetts, United States
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Rising Star
Mark Cross-Powers Senior Wealth Advisor at Little House Capital-
Candia, New Hampshire, United States
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Top 10%
Lynn Kelly Little House Capital - Wealth Management Project Specialist-
Top 5%
Robert Stimson, CPA Founder, Chief Executive Officer, Chief Investment Officer at Little House Capital-
Hingham, Massachusetts, United States
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Top 1%
Overview
www.littlehousecapital.com 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 individuals, their families, trusts, foundations, and endowments. Our mission is to deliver an industry-leading wealth management experience by providing our clients with technology-driven solutions and striving to achieve superior risk-adjusted results. We form deep and trusting relationships with our clients to preserve, grow, and distribute their wealth over multiple generations in the most tax-efficient and cost-effective manner possible. Our success is best measured by our ability to exceed our clients expectations in achieving their specific goals. Little House Capital, LLC (LHC) is an SEC registered investment advisor. LHC provides investment advisory and related services for clients nationally. LHC will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at www.littlehousecapital.com
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