Triple Pine Wealth Management is a Texas-based registered investment advisor founded in 2025 and managed by Douglas Jampol. The firm provides discretionary investment management and personalized financial planning. Investment management services are customized to each client's goals and risk tolerance, utilizing strategies such as long-term capital appreciation, income generation, bond ladders, tax-efficient investing, direct indexing, and limited options strategies. Financial planning covers retirement, risk management, education, cash flow analysis, and estate planning coordination. Triple Pine Wealth Management serves individuals, high-net-worth individuals, families, trusts, estates, and small business owners with no minimum account size requirement.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee of 1.00% assessed quarterly in arrears based on average daily balance. Financial planning is included at no additional cost for ongoing investment management clients.