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
Many business owners spend decades building something that works. The team. The reputation. The customers who keep coming back. Then comes a quieter assumption: that when it's time to step away, the rest will somehow sort itself out. Research suggests it usually doesn't. The Businesses That Quietly Run America Small businesses aren't a side character in the U.S. economy. They make up roughly 99.9% of all businesses in the country and employ nearly half of...
Nearly half of investors check their portfolio at least once a day. 1 Many of them aren't reviewing anything. They're refreshing a number. Watching it move. Sometimes celebrating. Sometimes panicking. But not actually evaluating whether the portfolio is built for the life they're heading into. That's a different exercise. And the years around retirement are where the difference starts to matter most. The Habit That Isn't Doing What You Think It Is Checking a portfolio...
Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign. The plan is right there in the drawer. The folder is labeled. The signatures are in place. It just doesn't do what the family thought it would do. That's the version of estate planning that catches people off guard — not the absence of a plan, but the presence of one that quietly stopped working somewhere...
