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Financial Advisors

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. 

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Fee Structure

At Five Pine Wealth Management, we operate on a fee-based model to ensure transparency and alignment of interests with our clients.

Fee Only Model

“We are independent fiduciaries and will help you pursue your financial goals with a comprehensive approach."

Founders

Why us

Whether through semi-annual and annual reviews, intermittent updates, or informal check-ins, we’re in regular contact to ensure that every financial plan is on the right track.

Free consultation

If you would like to learn more about our processes and how we provide value for our clients, please give us a call or use the contact form below. We would love to get to know you.

Book a consultation

“At Five Pine Wealth Management, we commit to working hard for clients because we cherish their trust and confidence in us."

Jeremy Morris

News & Updates

An elderly couple is crossing the street while holding hands.

Caring for an Aging Parent: A Guide on How to Prepare for the Future

By Admin • 26 Jan, 2024
Caring for an aging parent may feel like life has come full circle: they cared for you throughout your younger years, and you now may be facing a future of caring for them. You won’t find yourself alone with this responsibility: according to AARP, an estimated 38 million people in the U.S., or 11.5% of […] The post Caring for an Aging Parent: A Guide on How to Prepare for the Future appeared first on Five Pine Wealth Management.
A boat is floating on top of a large body of water.

Build Financial Resilience: How to Avoid the Pressure of Lifestyle Inflation

By Admin • 12 Jan, 2024
Your brother-in-law and his family took a luxury vacation in Europe, and you’ve been meaning to take your own family there. Your cousin bought a house on a beach you love to visit. Your neighbor bought a new boat, and you’ve always wanted one. Your friend from college bought a new, bigger house in a […] The post Build Financial Resilience: How to Avoid the Pressure of Lifestyle Inflation appeared first on Five Pine Wealth Management.
A fireman is walking down the street in front of a fire truck.

PERSI Retirement Rules: How to Plan for a Secure and Comfortable Retirement

By Admin • 05 Jan, 2024
The Public Employee Retirement System of Idaho (PERSI) is a retirement plan for public employees of Idaho, made up of members from over 850 employer organizations across the state. The $22 billion plan offers retirement, disability, and death benefit programs to over 177,000 members. In 2022, over $1 billion in benefits were paid to PERSI […] The post PERSI Retirement Rules: How to Plan for a Secure and Comfortable Retirement appeared first on Five Pine Wealth Management.
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