Welcome to White Mountain Capital, LLC
White Mountain Capital is a full-service, independent investment firm serving individual and institutional clients.
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Not a White Mountain Capital client?
To find out how White Mountain Capital can help serve your investment needs, please click on the type of investor that best describes you. Individual Investor Institutional Investor
For the Individual Investor
New investors just beginning to build assets, established clients saving for retirement or sending children to college, older
individuals planning for life after employment… each stage of life has its own financial challenges. We have a number of tools to help you meet your obligations and achieve your financial goals.
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Services for Business
As a small business, we at White Mountain Capital understand how important it is to find quality financial solutions at an affordable price. Thanks to its many agreements with a variety of suppliers, White Mountain Capital can offer small businesses flexible, easy-to-manage programs such as SEP accounts, 401(k) plans, money purchase, Keough accounts, individual 401(k) plans, group health insurance and more.
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The White Mountain Capital LLC web site and its links (together, the "Web Site") are presented for informational purposes only. The Web Site is neither offering or soliciting to buy particular securities of any kind, nor is it giving any type of investment advice upon which any person should rely without giving due consideration to other sources of information. White Mountain Capital LLC is a registered Broker-Dealer and is a member of The Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). All customer securities are cleared through National Financial Services, LLC.
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