Contact Us
The Pine Group


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.





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


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

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


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


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


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.

Dow    119.19


Nasdaq    -20.13


S&P 500    5.12

Market Information Delayed 20 Minutes

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: Any profiles and associated content are for U.S. residents only

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

*Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

* Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

CRC 1369093   12/15

Awards Disclosures