Conifer Bay Capital

An investment boutique offering a full spectrum of wealth management advice and investments to high net worth individuals and families.

Finding Your Perfect Path

Conifers are evergreen, flexible and last generations through seed, growth and renewal. Conifer Bay Capital provides clients with the path for financial growth and generational wealth.

We offer a suite of services to integrate investment assets with estate and financial plans.

Financial Planning

Individuals have complex financial lives. Our robust financial plans address needs ranging from basic insurance coverage to charitable goals.

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Investment Management

We manage diversified portfolios of equity and fixed income assets with a focus on steady returns and low fees.

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Family Governance

Wealth can divide families at times. Family governance is a tool to connect family members, even ones with different priorities.

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Our Leadership

Ben Armstrong

25+ years of investment experience with large investment firms—now concentrated in a boutique firm that provides clients first-hand access to that expertise

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Spend less than you earn; Concentrate your investments; Avoid consensus.

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