Pine Haven is a fee-based investment counsel firm located in Fairhaven, Massachusetts. Pine Haven provides counsel, planning and investment management to a select group of clients. We are a small independent firm investing for your life and the lives of your heirs. We particularly enjoy working with women who are the financial heads of their households, multi-generational families, and clients who are hoping to ensure a legacy through tax-efficient stewardship planning.
First, we take the time to develop a thorough understanding of your goals and dreams, and then we work together to enact a plan. Through this process Pine Haven provides you peace of mind and a roadmap to financial security. Pine Haven believes that long-term investment success does not come by accident, but that it is easy to achieve following a disciplined investment and savings program. We maintain that there will always be ‘predictables’ and ‘unpredictables’ in the world, and focusing on the former is imperative to successful investing.
Pine Haven is founded on a philosophy of steady investing over the long term. The pine tree is a fitting symbol for this philosophy, as it starts low from a small seed and grows large and sturdy over time. The only requirements for substantial growth are patience, careful tending, and optimistic, long-term view. As the name Pine Haven conveys, ours is a company that provides a place for such growth, a haven in which the seeds of wealth can be well-tended and protected.
As a fiduciary by law, we are held to the highest ethical standards and are required to put your interests ahead of our own. As an independent Registered Investment Advisor, we charge a fee based on the percentage of assets that are managed. In this way the fees only rise when the account balances rise, eliminating the conflict of interest inherent in commission-based compensation.
