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Our Story

About Us, Our Story, Our Vision

Pines Wealth Management started with a vision.

Our vision was and will remain, to build a wealth management firm centered around a client friendly financial-planning process that focuses on the client and their needs.  We wanted a clear distinction as to who exactly we work for – we don’t work for any brokerage firm, bank, or insurance company. Our firm’s staunch independence ensures that our client’s goals are pursued with a fiduciary standard they expect.  

At Pines Wealth, we take great pride in our commitment to seeking our clients’ financial goals.  Together our firm represents more than 70 years of collective experience of advising clients. We focus on building and maintaining long-term relationships with our clients to ensure their own goals and needs are pursued.  

We invite you to join us . . .

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