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The Pine Group

OUR MISSION STATEMENT

Our primary focus is helping our clients build financial freedom & secure their legacies. We use the depth and breadth of our teams talents backed by the resources of a global powerhouse.

Our Story and Services

Our Story

We are a caring advisory team who understands the importance of family and the financial freedom to pursue personal interests. We provide highly customized advice and wealth management services to our clients and their families. As you work with us, we believe you will enjoy a unique client experience that is designed to:

Support you through the years so that you reach your goals
Identify and prioritize your financial planning objectives
Help relieve the worries that often come with making critical financial decisions
Let you make smarter decisions about your wealth
Strengthen the financial independence you have achieved and
ensure you have the means to pursue what is most important to you and your family

As a multigenerational team serving multigenerational families, we are proud that many of our clients have been with us for more than 30 years. We are honored to work with their children and grandchildren, as well as their parents and siblings. We work seamlessly to provide exceptional service, objective guidance and results-driven strategies.

We are a team of professionals dedicated to helping you reach your financial goals. However, our commitment extends beyond investment management. As your financial advisors, we work with your attorneys and CPAs, complementing their resources to provide synergy for your needs -- whether designing a trust for future generations, or leveraging assets through commercial opportunities and access to banking and lending services.

We understand that selecting a financial advisor can be complex. Some things to consider are the level of experience, the service and the support team. Getting started is easy. It begins with a conversation. We look forward to talking with you soon.

Keeping you on target to retire well
Trust and other fiduciary services are provided by third parties, including Morgan Stanley Private Bank National Association, a wholly-owned subsidiary of Morgan Stanley.

 


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Events

Events

Experience

Experience

For over three decades, we've provided clients with financial guidance in the following areas:
Financial Planning
Planning for Education Funding
Retirement Planning/IRA rollovers
Wealth Consulting
Wealth Management
LGBT Planning services
Women's Wealth
Estate Planning Strategies
Lending Products and Short-Term Liquidity Needs
Divorce Financial Analysis
Portfolio Management
Risk Management
Life Insurance
Long-Term Care Insurance
Business succession Planning
Structured Settlement Services
Sustainable and Responsible investing

Meet The Pine Group

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Retirement

Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Philanthropy

Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Ready to start a conversation? Contact The Pine Group today.

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