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 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.
Life insurance is an often overlooked, yet critical piece of one’s overall financial health. Since we’re independent, we source the best policies from the country’s top rated carriers.
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.
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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.
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Five Pine Wealth Management
210 E Sherman Ave, Suite 204, Coeur d’Alene, ID 83814