About us

As our client you are the most important part of our business. Your financial goals and concerns are our priority. We want to spend the time to know you and your family. A real human will answer your telephone call. Only under these conditions can we truly give you meaningful advice.

Many investors today have witnessed their financial institutions endure mega-mergers. They have seen the staff and the firm on their investment statement change. They've felt their level of import and personal service slip as they've become just a single customer in a pool of hundreds of thousands. Perhaps they've even seen their investment firm treat them as a prospect, pandering different products and services under the guise of 'cross-selling.'

We're offering a different experience. As a client of White Pine Wealth you are one of a few. We don't treat our clients as an opportunity to increase profitability, rather, they are the reason we exist.