Five Pine Wealth Management Financial Advisors

Financial Advisors who always work in your best interest

At Five Pine Wealth Management, we understand the importance of navigating the financial landscape with confidence and precision. As a premier financial advisory firm located in Coeur d'Alene, Idaho, we take pride in offering a wide range of services tailored to meet your unique financial needs.

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Why Choose Five Pine Wealth Management

At Five Pine Wealth Management, we take pride in our commitment to providing personalized financial advice that is tailored to your unique circumstances. Our team of holistic financial planners and advisors offer strategies that are designed to meet your individual needs.


By choosing us, you are selecting a partner who is dedicated to your financial health and wealth preservation. We believe in transparency, ethical practices, and open communication to build trust with our clients.


Take the first step towards securing your financial future and contact Five Pine Wealth Management today. Schedule your initial consultation and let us guide you towards financial success.

Our Services


Personalized Financial Planning

Our personalized financial planning services are designed to ensure your long-term financial health and wealth preservation. We believe in creating strategies that are specific to your individual goals and aspirations.

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“Common sense often makes good law”

(William O. Douglas)

Tax-Deferred Exchange Services

Our expertise in tax-deferred exchange services provides you with the necessary tools for effective financial planning and asset management. By utilizing these services, you can benefit from strategic approaches to growing and managing your wealth.

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Handling of Complex Financial Transactions

We specialize in handling complex financial transactions, including the 721 and 1031 exchanges. Our team of experts is dedicated to assisting you in making informed decisions that align with your financial objectives.

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Wealth Management and Investment Planning

With a focus on wealth management and investment planning, we provide comprehensive solutions to help you achieve your financial goals. Our strategies are designed to maximize your investments and secure your financial future.

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Retirement and Estate Planning

Planning for your retirement and managing your estate is crucial for your financial well-being. Our retirement and estate planning services are tailored to meet your specific needs and ensure a comfortable future for you and your loved ones.

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FAQs

Got a question? We’re here to help.

  • What services does Five Pine Wealth Management offer?

    Five Pine Wealth Management offers a range of services, including personalized financial planning, tax-deferred exchange services, handling of complex financial transactions, wealth management and investment planning, and retirement and estate planning.

  • How can personalized financial planning benefit me?

    Personalized financial planning can benefit you by ensuring your long-term financial health and wealth preservation. It involves creating strategies specific to your goals and aspirations.

  • What are the advantages of tax-deferred exchange services?

    Tax-deferred exchange services provide benefits such as effective financial planning and asset management. These services offer strategic approaches to growing and managing your wealth.

  • How does Five Pine Wealth Management assist in handling complex financial transactions?

    Five Pine Wealth Management assists in handling complex financial transactions by utilizing expertise in services like the 721 and 1030 exchanges. The team is dedicated to helping clients make informed decisions aligning with their financial objectives.

  • Why should I choose Five Pine Wealth Management for my financial planning needs in CDA Idaho?

    You should choose Five Pine Wealth Management for your financial planning needs in CDA Idaho because of our commitment to personalized financial advice, tailored strategies, understanding of the local market, transparency, ethical practices, and open communication to build trust with clients.