Who we help building wealth
Here at Pineywoods Financial, we only focus on one thing: The needs of our clients
We pour every ounce of effort into developing, implementing, and monitoring investment strategies to help our clients meet their financial and lifestyle goals. We believe in thinking outside the box and are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.
EXPERIENCED
QUALIFIED
DISCIPLINED
INDEPENDENT
CERTIFIED
TRUSTWORTHY
Why Pineywoods Financial?
Redefine Your Retirement.
Get simple, straightforward guidance for every financial issue. As a comprehensive financial firm, we offer integrated services designed to help you prepare for retirement, make the retirement transition stress-free, and help ensure that your money lasts as long as you need.
Licensed Professionals
We take a comprehensive approach to planning
Specialized Education
Qualifies us to work with all types of investments
Get Your Complimentary Guide to Maximizing Your Social Security Benefits
With one out of every four 65-year-olds living past age 90, and one in ten living past 95, having enough money during retirement is a critical issue. Our guide will help you know the important decisions you need to make to maximize your Social Security benefits.
Copyright 2024 – 2028 | All Rights Reserved | Pineywoods Financial | Your Trust, Our Expertise.
Investment advisory and financial planning services are offered through Alphastar Capital Management, LLC; a SEC registered investment advisor. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Alphastar Capital Management, LLC is also available on the SEC’s website at adviserinfo.sec.gov.