Climb Every Mountain

It's not just a strategy. It's personal.

The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same, cookie-cutter financial strategy.

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Our Services

We are Pine Harbor Wealth Management, a fee-only, independent firm working with clients all across the country. We help individuals, families, and businesses create personalized strategies for their unique journey. As an independent firm, we are not tied to proprietary products, nor are we limited in the services we offer. Whether you are still building wealth or you need help managing significant investment assets, we are your financial partner. We have vast experience advising and guiding clients on all financial matters -  from investing today to saving for tomorrow to planning for your legacy. Our team will meet you where you are and help you take the next step.

Investment

Create an investment strategy that's right for you.

Investment

Retirement

Steps to consider to pursue the retirement you want.

Retirement

Estate

Manage your affairs during your lifetime and beyond.

Estate

Family

Helping you and your loved ones explore your financial goals.

Family

We're here for you!

We work with a select group of clients across the U.S. and abroad. Whether it's building a comprehensive financial plan, investing your wealth, or just being listening ear - we are here for you. We've helped people just like you explore their goals -- and in many cases, meet them. 

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Helpful content

Curated articles, videos, and more for a financially savvier you.

How to Conquer the World - 5 Financial Strategies for Savvy

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.
Learn More
Retirement Realities

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Learn More
It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
Learn More

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