Little House Capital, LLC Employee Directory
Investment ManagementMassachusetts, United States2-10 Employees
Little House Capital, LLC is an SEC-registered investment adviser offering investment management, financial planning, and sophisticated estate and tax strategies. The firm focuses on planning aligned with clients' objectives and uses technology-driven solutions to support individuals, families, trusts, foundations, and endowments in pursuing outcomes. It aims to deliver risk-adjusted results in a tax-efficient and cost-conscious manner, with an emphasis on preserving, growing, and distributing wealth. The approach centers on building long-term relationships with clients to address wealth across generations. The company is based in Braintree, Massachusetts, and serves clients nationwide, maintaining the registrations and licenses required by the states where it operates. As a smaller firm in the investment management industry, it combines advisory services with comprehensive planning and estate and tax strategies to meet complex wealth-management needs.