Your Money | Your Dreams | Our Knowledge
Pine Bend Wealth Management
Formerly known as Longleaf Wealth Management Group, LLC
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About Pine Bend Wealth Management
With over 35 years of combined experience Pine Bend Wealth Management was formed based on a set of core values centered around trust and open communication. We pride ourselves on having established long-term trusted relationships with our clients by adhering to one simple principle: our clients are at the center of everything we do. Each member of our diverse team understands that our sole existence is to serve our clients.
Our Services
Wealth
Management
At Pine Bend Wealth Management we work to define your personal financial goals and discover how you wish to impact those around you. We develop a custom financial plan that puts your money to work and have access to a diverse group of experienced professionals who can provide guidance on everything from the sale of a business, wealth transfer strategies, to philanthropy.
It might be easy to find specialists in a specific discipline, but it’s difficult to find a single resource with a mass of specialists working together to provide you with a truly comprehensive wealth plan. This is what you will have with us.
Retirement Planning
Retiring today can be complex. At Pine Bend Wealth Management we provide retirement counseling and independent investment advice to help you manage your retirement goals. With our knowledge and experience in financial services we pursue the answers to your tough questions.
We will collaborate with you to determine a suitable substitute for you to then create and implement a comprehensive custom retirement plan that’s based on your personal goals and financial position. A retirement plan designed to meet your retirement needs. We’ll then guide and coach you to pursue your goals.
Portfolio Management
Portfolio Management is the process of designing and executing a cohesive investing strategy based on your goals, time horizon and risk tolerance. Each client's strategy for investing is different. Through our discovery meetings we will strive to identify all of your investments: 401k’s, company stock, investments, savings and cash.
Based on this information we implement our agreed upon investment strategy and provide ongoing portfolio oversight, adjusting your portfolio as needed. This includes asset allocation, which is where your assets will reside, in either a taxable or tax-advantaged account. Market fluctuations might cause a portfolio to get off course from the original plan and we will rebalance your portfolio for you.
Tax minimization is a part of portfolio management. We consider the tax implications of our investment decisions and strive to find strategies to lower your exposure to current and future taxes.
Educational Funding
Among the Class of 2019, 69% of college students took out student loans, and they graduated with an average debt of $29,900, including both private and federal debt. Meanwhile, 14% of their parents took out an average of $37,200 in federal parent PLUS loans.*
But how and when does one begin to save for their children’s college education? We’ll walk you through the alphabet soup of available college education savings tools like an Education Savings Account (ESA) or Education IRA, 529 Plan and UTMA or UGMA (Uniform Transfer/Gift to Minors Act) and determine which vehicle may work best for you.
So you know, this isn’t all on you. We’ll also provide you with some ideas on how your student can get involved in the effort. At the very least this will help them establish healthy money habits for the future.
A pine tree goes through various stages of growth within its lifetime and investors can experience a similar journey. Each stage of an investment's life cycle may require an adjustment to stay on course with its financial planning strategy.
Our approach to wealth management is to ensure our recommendations are personalized and encompass areas that matter most to our clients. We work diligently to identify opportunities and determine any obstacles that may be faced in meeting your goals.
Based on our conversation, we will create a customized wealth management experience for you and your family. Our focus is to build a portfolio of wealth for our clients, over simply accumulating money. To us, it's about building a solid future and creating more possibilities.
Our client base ranges from individuals beginning a career, to business owners looking to expand, sell or create succession planning, to corporate employees looking to diversify their portfolios, to retirees. Each of them share a common goal to spend less time managing their financial matters and more time enjoying life.
Most people we work with find it challenging to save their income on a consistent basis. Additionally, most people don't want to manage the investments necessary to meet their short and long-term goals.
We counsel our clients to help them understand that investing is a lifelong process and the sooner the commitment to begin, the better the results.