Wealth Management

Exceptional Service and a High-End Client Experience

Explore our resources and learn what to expect as a Little House Capital client

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At Little House Capital, communication with our clients is key. Through the onboarding process to regularly scheduled meetings, we keep you up-to-date on account performance, trading actions, and estate planning milestones.

Wealth Management

Client Experience

Link to: Firm Overview

Firm Overview

Link to: What to Expect

What to Expect

Link to: Critical Issue Assessment

Critical Issue Assessment

Link to: Custodial Services

Custodial Services

Link to: Financial Planning Scope of Engagement

Financial Planning Scope of Engagement

Link to: Questions to Ask Your Advisors

Questions to Ask Your Advisor

Administration

Link to: Intake Form

Intake Form

Link to: Risk Tolerance

Risk Tolerance

Link to: Investment Advisory Agreement

Investment Advisory Agreement

Learn more about what Little House can do for you

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Little House Capital, LLC

  • 35 Braintree Hill Park
    Suite #100
    Braintree, MA 02184

  • 71 Elm Street
    Worcester, MA 01609

  • 15 Constitution Drive
    Suite 1A
    Bedford, NH 03110

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Little House Capital, LLC was awarded America’s Top Financial Advisory Firms: 2025 on November 19, 2024, for the year 2025. America’s Top Financial Advisory Firms: 2025 was created by Plant-A Insights and Newsweek and is awarded based on a variety of factors that are linked here. Little House Capital, LLC has only provided compensation directly to Plant-A Insights and Newsweek for the licenses of the award and did not provide compensation to be given this award.

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