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.
Individuals have complex financial lives. Our robust financial plans address needs ranging from basic insurance coverage to charitable goals.Learn More
We manage diversified portfolios of equity and fixed income assets with a focus on steady returns and low fees.Learn More
Wealth can divide families at times. Family governance is a tool to connect family members, even ones with different priorities.Learn More
25+ years of investment experience with large investment firms—now concentrated in a boutique firm that provides clients first-hand access to that expertise