Founder
About Us
With over 40 years of combined experience Pine Bend Wealth Management was formed based on a set of core values centered around trust and open communication. We pride ourselves on having established long-term trusted relationships with our clients by adhering to one simple principle: our clients are at the center of everything we do. Each member of our diverse team understands that our sole existence is to serve our clients.
Our Philosophy
We believe the adaptations the pine makes as it travels through its various life stages are similar to those that our clients make as they navigate the various life stages of investing. In essence, we believe our clients deserve a financial plan that is engineered to stand the test of time under varying circumstances, pursue the stated results and work towards an environment of collaboration between us and you.
Our Process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. Our process begins with getting to know you and your goals. Tell us where you want to go, and we'll work with you to develop a plan that suits your needs. And as your life changes, we'll adjust your plan so it better aligns with your new path.
Our Services
Financial Planning
Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
Investment Planning
Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
Retirement Planning
Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
Our Team
Co-Founder
Marketing Director
Service Assistant
Pursue lasting financial success with a plan as resilient as a pine tree.
Let's craft a plan that grows with you.
Blogs
It rarely starts calmly. A headline breaks. Markets react. Another update follows—then another. Before long, the story feels like it’s shifting by the hour. And with every new development, there’s that quiet pressure in the background: Should I be doing something right now? That feeling is common. It’s also where many investment decisions start to drift off course. The Problem Isn’t the Headlines—It’s the Speed Market-moving news has always been part of investing. What’s changed...
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy probably cost you at least $500 last year alone. 1 Think of it as a type of financial illiteracy tax. However, there is good news: you do NOT have to keep paying it year after year. The more you brush up on your financial knowledge, the better...
