We believe in thinking out of the box
Here are some reasons why you can feel confident about choosing Pineywoods Financial:
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.
Reasons For Choosing Us
Valuable Experience
Because over ninety percent of our clients are retirees or pre-retirees with similar concerns, we are in an ideal position to help meet their needs. When you choose Pineywoods Financial, you benefit from obtaining comprehensive advice from a team of highly qualified professionals who have successfully managed money through some of the most difficult times in history. As a team, we have over 35 years of combined asset management experience.
Disciplined Asset Management
We are active risk managers who build durable all-weather portfolios to help clients fulfill their long-term financial goals. Our seasoned investment managers follow sophisticated and disciplined strategies to help you make wealth while carefully managing risks in all market environments. Our experience shows better results when key financial areas are integrated into the wealth management process.
Independency and Objectivity
As an independent firm, we represent our clients rather than any particular company. Our independence is vital to delivering objective, unbiased recommendations. While some companies recommend investment products manufactured by parent or subsidiary business entities, we have no such ties.
Communication and Access
We communicate regularly with our clients through phone calls, mail, email, and social media. Our clients appreciate staying informed about their account performances and current events that may impact their portfolios. In addition to email and paper statements, most companies we conduct business with provide clients with online access to their accounts.
Diverse Offerings
Our combination of licenses, registrations, and specialized education qualifies us to work with all types of investments. There is virtually no investment vehicle we cannot utilize if the circumstances call for it- simple or complex. Our process, through the combination of our staff and network of licensed professionals, takes a comprehensive approach to planning that incorporates your insurance, legal, and accounting needs in addition to your investments. We also offer our clients a variety of valuable services.
Our Offerings Include:
-Comprehensive Financial Lifestyle Planning
-Legacy, Estate, and Philanthropy Planning
-Tax Minimization Strategies
-Risk Management and Asset Protection
-Enhanced Portfolio Reporting
-Frequent Communication and Education
-Reliable Income Planning
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.
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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.