A practice built on relationships & service
Too often we’ve inherited clients who haven’t heard from their financial advisor in years. We take great pride in the level of service and communication we provide to each and every client. Whether through semi-annual or annual reviews, or just intermittent updates, we’re in regular contact to ensure that every financial plan is on the right track.
We will respond to you within 24 hours.
Five Pine Wealth Management
250 NW Blvd, Suite 111, Coeur d’Alene, ID 83815
We do comprehensive financial planning for our clients, and then meet regularly to check in and ensure we’re tracking the goals we’ve established.
Whether helping our clients choose funds in their company 401k, or designing portfolios which we manage, our clients know we work in their best interest while tracking both costs & performance.
We work closely with local CPAs to make sure your tax strategy makes sense and that you’re not overpaying the IRS. We’d rather see your legacy extended to charities and heirs of your choosing!
Independent & Holistic
A sound financial plan encompasses investment planning, insurance planning, estate & tax planning, along with education planning for children. We are independent fiduciaries and will help you approach your financial goals holistically.
Low-cost Mutual Funds & ETFs
We design portfolios for our clients using low-cost index mutual funds & ETFs such as those created by Vanguard & Blackrock. While many funds in the market have internal expense ratios in excess of 1%, we use funds with expenses often lower than 1/10th of 1%. This means our clients keep more of their investment earnings over time.