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Pine Tree Wealth Management

Your Wealth. Putting your interest first.

Our mission is to assist our clients accumulate, manage and preserve wealth. Understanding each client’s needs, we will develop a plan using sound financial principles that will evolve over time to help reach your goals. Your Financial Advisors and Client Associate are committed to providing you the highest level of service. We are responsive and attentive to your personalized needs. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies.

Meet Our Team

Services

Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets.

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Planning for Retirement

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan.

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Estate Planning Strategies

Everyone could use an estate plan. It’s not about what you own – but putting you in control. Here’s some helpful information to think about.

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Individual Retirement Account (IRA)

An IRA lets you save for your retirement and take advantage of tax benefits. Find out ideas on how we can help you reach your retirement goals with an IRA.

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401(k) Distribution Options

If you’re changing jobs or retiring, you generally have four options for your qualified employer–sponsored retirement plan (QRP) assets. Find out more about your choices for those assets.

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Insurance

Insurance can play a key role in helping preserve your assets and achieve your financial goals. Plan to help protect all aspects of your financial life: family, business, retirement, and legacy.

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2026 Outlook: Trendlines over headlines

Wells Fargo Investment Institute’s 2026 Outlook goes beyond headline noise to focus on durable trends—interest-rate cuts, tax incentives, and AI-driven growth. See what these could mean for stocks, bonds, real assets, and alternative investments.

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