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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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