Pine Capital

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Hours

Charitable Giving
We understand that the investment portfolio is only one piece of the puzzle and individuals, and family groups can benefit from having a guide to help navigate tax liabilities, estate planning issues, charitable giving and young investor education. As part of our basic investment advisor fee, we help our clients pull together the appropriate professionals to maximize their ability to fund educational needs, reduce taxes or enjoy that long awaited vacation. We are not financial planners, but we can be your quarterback and guide you through these processes. The greatest obstacles to building your wealth are taxes, so Pine Capital works closely with your accountant to ensure that your investments are balanced with other aspects of your life, thus minimizing your tax liabilities. You work hard for your money. We will work hard to make sure that the maximum amount is passed on to your future generations.

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