Pine Haven Investment Counsel, Inc.

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Pine Haven Investment Counsel
 

Pine Haven is fee based investment counsel firm located in Fairhaven, Massachusetts.  Pine Haven provides financial counsel and planning, and investment management to a select group of clients. 

 

We are a small independent firm and we are long term investors, investing for your life and for your heirs.

 

We first 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 piece of mind and a roadmap to financial security.  Pine Haven believes that long-term investment success does not come by accident - yet it is easy to achieve following a disciplined investment and savings program.

 

News! Cost Basis Legislation Information can be found here:
 
             From Schwab:  Schwab Advisor Center Info
             Background Information (IRS): IRS Cost Basis Reporting Overview
             New Schedule D (&8949) Instructions (IRS): Schedule D Changes
 
 News! Our thoughts on the recent market upheaval: August 8 Notes
 

 

Contact Us:

 

Main Office:
Paige Johnson Roth, CFA
Pine Haven Investment Counsel, Inc
888-396-2749 or 508-993-0336

fax: 888-764-6760

P.O. Box 758
Fairhaven, MA 02719
Oregon Office:
Kori Allen, CFP®
Pine Haven Investment Counsel, Inc
888-396-2749 or 503-305-3726
 
fax: 888-764-6760 
 

P.O. Box 28270

Portland, OR 97228