Terms of Use
Last Updated: August 2026
Please read these Terms of Use carefully before using the Wolf Pine Capital LLC website.
By accessing or using this website, you agree to these Terms of Use. If you do not agree with these terms, please do not use the website.
About Wolf Pine Capital
Wolf Pine Capital LLC (“Wolf Pine Capital,” “we,” “us,” or “our”) is an investment adviser that provides investment advisory and financial planning services.
Information about Wolf Pine Capital’s advisory services, fees, conflicts of interest, disciplinary history, and other important information is available in the firm’s Form ADV and related disclosure documents.
Nothing on this website modifies or supersedes the terms of any written advisory agreement between Wolf Pine Capital and a client.
For Informational Purposes Only
The information provided on this website is intended for general informational and educational purposes.
Nothing on this website should be construed as personalized investment, financial, tax, legal, accounting, or other professional advice.
Financial strategies and investment decisions should be evaluated based on an individual’s specific circumstances, objectives, financial condition, tax situation, risk tolerance, and other relevant factors.
You should consult appropriate financial, tax, legal, or other professionals before making decisions based on information presented on this website.
No Offer or Solicitation
Nothing on this website constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation regarding any security, investment product, investment strategy, or advisory service.
Wolf Pine Capital provides investment advisory services only in jurisdictions where the firm is appropriately registered, notice-filed, exempt from registration, or otherwise permitted to provide such services.
Access to this website from a particular jurisdiction does not mean that Wolf Pine Capital is authorized to provide advisory services in that jurisdiction.
Investment Risk
Investing involves risk, including the possible loss of principal.
Past performance does not guarantee or indicate future results.
No investment strategy can guarantee a profit or protect against loss in all market conditions.
Any discussion of investments, financial strategies, tax considerations, estate-planning techniques, or other planning concepts on this website is illustrative and should not be interpreted as a recommendation for any particular person.
No Guarantee of Results
Wolf Pine Capital does not guarantee any particular investment, tax, financial planning, or other outcome.
Any examples, illustrations, case studies, planning concepts, or hypothetical situations presented on this website are intended solely to explain financial concepts and may not reflect the experience of any particular client.
Actual results will vary based on individual circumstances, market conditions, tax laws, investment performance, implementation decisions, and other factors.
Accuracy and Timeliness of Information
Wolf Pine Capital seeks to provide information that is accurate and useful. However, financial markets, tax laws, regulations, investment products, and planning strategies can change over time.
Information on this website may become outdated and may not reflect subsequent developments.
Wolf Pine Capital does not warrant that information on this website is complete, accurate, current, or suitable for any particular purpose.
We may update, modify, or remove website content at any time without notice.
Tax and Legal Information
Wolf Pine Capital may discuss tax and estate-planning considerations as part of financial planning and educational content.
Wolf Pine Capital is not a law firm and does not provide legal services. Unless specifically disclosed otherwise, Wolf Pine Capital does not prepare tax returns or provide accounting services through its investment advisory business.
Clients should consult qualified attorneys, accountants, and tax professionals regarding their specific legal and tax circumstances.
Third-Party Information
This website may include information obtained from third-party sources that Wolf Pine Capital believes to be reliable.
Wolf Pine Capital does not independently guarantee the accuracy, completeness, or timeliness of information provided by third parties.
References to third-party organizations, publications, financial institutions, custodians, investment products, service providers, or other entities do not necessarily constitute an endorsement or recommendation.
Third-Party Websites and Links
This website may contain links to websites operated by third parties.
These links are provided for convenience or informational purposes only.
Wolf Pine Capital does not control third-party websites and is not responsible for their content, availability, security, privacy practices, or accuracy.
The inclusion of a link does not imply endorsement, sponsorship, or affiliation unless expressly stated.
Your use of third-party websites is subject to the terms and privacy policies of those websites.
Intellectual Property
Unless otherwise indicated, the content of this website, including text, graphics, logos, designs, articles, images, and other materials, is owned by or licensed to Wolf Pine Capital and is protected by applicable intellectual-property laws.
You may view, download, or print website content for personal, noncommercial use.
You may not reproduce, distribute, modify, republish, transmit, sell, license, or commercially exploit website content without prior written permission from Wolf Pine Capital.
Brief quotations and links to Wolf Pine Capital content are permitted when accompanied by appropriate attribution and when used in a manner that does not misrepresent the content or Wolf Pine Capital.
Prohibited Use
You agree not to use this website:
- for unlawful purposes;
- to interfere with the operation or security of the website;
- to attempt to gain unauthorized access to systems or information;
- to introduce malicious software or harmful code;
- to misrepresent your identity or affiliation;
- to scrape, harvest, or systematically collect website content through automated means in a manner that violates applicable law or materially interferes with website operation; or
- to use Wolf Pine Capital’s name, trademarks, content, or materials in a misleading or unauthorized manner.
Electronic Communications
Submitting a contact form, sending an email, or otherwise communicating with Wolf Pine Capital through this website does not by itself establish an investment advisory relationship.
An advisory relationship is established only after Wolf Pine Capital and the client enter into an applicable written advisory agreement and any required onboarding procedures have been completed.
Electronic communications may not be secure. You should not send sensitive personal, financial, account, tax, identification, or authentication information through ordinary email or website forms unless specifically instructed to do so through a secure system.
Client Account Access
Links to custodial, financial-planning, portfolio-reporting, or other client platforms are provided for the convenience of Wolf Pine Capital clients.
These systems may be operated by independent third parties and may be subject to separate terms of use, privacy policies, cybersecurity procedures, and availability limitations.
Wolf Pine Capital is not responsible for interruptions, errors, or security issues arising from systems operated by third parties.
Privacy
Your use of this website is also subject to the Wolf Pine Capital Privacy Policy.
The Privacy Policy describes how information collected through the website may be handled and should be reviewed separately from these Terms of Use.
Separate Businesses
Wolf Pine Capital LLC and Wolf Pine Bookkeeping LLC are separate legal businesses with separate services, agreements, and client relationships.
Wolf Pine Capital provides investment advisory and financial planning services.
Wolf Pine Bookkeeping LLC provides bookkeeping and related services.
Clients of Wolf Pine Capital are not required to engage Wolf Pine Bookkeeping, and bookkeeping clients are not required to engage Wolf Pine Capital.
Any services provided by the two businesses are governed by separate agreements and fee arrangements.
Limitation of Liability
To the fullest extent permitted by applicable law, Wolf Pine Capital and its owners, officers, employees, representatives, and affiliates will not be liable for any direct, indirect, incidental, consequential, special, punitive, or other damages arising from or related to your access to, use of, inability to use, or reliance upon this website or its content.
Nothing in these Terms of Use is intended to waive or limit any right or remedy that cannot lawfully be waived or limited under applicable federal or state securities laws.
Disclaimer of Warranties
This website and its content are provided on an “as is” and “as available” basis.
To the fullest extent permitted by applicable law, Wolf Pine Capital disclaims warranties of any kind, whether express or implied, including warranties relating to accuracy, completeness, availability, merchantability, fitness for a particular purpose, and non-infringement.
Changes to These Terms
Wolf Pine Capital may revise these Terms of Use periodically.
The current version will be posted on this page with the applicable “Last Updated” date.
Your continued use of the website after changes are posted constitutes acceptance of the revised Terms of Use.
Governing Law
These Terms of Use are governed by the laws of the State of New Hampshire, without regard to conflict-of-law principles, except to the extent federal law applies.
Contact
Questions regarding these Terms of Use may be directed to:
Wolf Pine Capital LLC
36 Maplewood Avenue
Portsmouth, NH 03801
Email: [email protected]
Phone: 603-314-8308
