Five Pine Wealth Management

"Donna and I have been working with Ben and Jeremy for nearly 10 years. I found that they have done an excellent job helping us understand our risk level and investment practices. This team is readily available when needed. I highly recommend that you consider Five Pine as your wealth management firm."

"I have been working with the Five Pine Wealth Management team for 5+ years and wish I could give them 10 stars. From our first meeting I have felt like Ben and the team were more like friends and family and I have never been treated like a number. They have an awesome approach that makes you feel like your future plans are as important to them as they are you. They have offered genuine interest in my future in my industry as well as my family's future plans . Despite my humble assets they have always been super responsive to my calls emails and offer to meet when ever possible, they travel to meet me in the Spokane area as apposed to making me go to their offices. They have a way of making me feel like I am their number 1 high roller client when I know that my assets are not even in the high roller region. If they can treat a low budget baller like myself this well imagine what they could do with you."

"Jeremy was incredibly helpful in guiding me through future personal finance and retirement planning basics. He was very professional, listened to concerns, and provided resources to utilize. I felt as though he genuinely cared and was invested in meeting me where I am at, and offering a few directions I can move forward with. 100% would recommend!"

"Jeremy and Ben gave me good insight with regards to the best types of retirement accounts to save in as a business owner. They're knowledgeable and took the time to ask me questions so that they could identify the best way to help me in my specific situation. I appreciate the amount of time and effort they put into helping me make the best decisions possible."

"My wife and I came over from another investment company. Although we felt we were given good advice, we only spoke to them quarterly. Plus we had to not only pay fees, we always paid extra for financial planning. Ben and Jeremy are a team and they are hands on. They do it all. They are not a “cookie cutter” financial group. We have communicated more with them in a month then we did in a year with our other financial company. Ben and Jeremy do their best to provide us excellent financial advice and they try hard to reduce our expenses. And they show you how they save you money. Highly recommend Five Pine Wealth for your investment needs."