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Our Mission

About Us - Our Mission

Our mission at Pines Wealth Management is to develop and maintain long term personal relationships built on extraordinary service, professional proficiency, and trust.  We help our clients pursue their dreams and aspirations through careful planning, emotional discipline, and investment diversification.

We invite you to join us . . .

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Learn How to Avoid These 6 Common Tax Errors

Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.

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