Sustainable planning & investments for progressive women & Their families

Have you ever felt uncomfortable investing in a company that had a stance different from your own values? Do you consider the sustainability of the companies you own? Would you like to have your investments be aligned with your values? 

We help our clients identify their financial values and goals, and then implement a plan for a thriving future.  As part of this we create a roadmap and then an investment portfolio that matches values with money.  

By looking at the holistic picture, we can connect our clients’ money, values, and life.  

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, 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, minimizing the conflict of interest inherent in commission-based compensation.

Counsel

Providing Counsel is a very important part of planning for your financial future. At Pine Haven developing a deep understanding of your goals and objectives is very important to our mutual success. During our initial conversations we work to discover your needs, concerns, current situation, goals, and thoughts on your whole financial picture. This includes discussions on goals for retirement, estate and college planning, family values, charitable giving, and other areas. 

Here is some information on Paige's family's approach to Counsel over the years and how it has affected her life.

Management

At Pine Haven, for most clients we purchase individual equities. These individual equities are in some cases matched with mutual funds for diversification purposes. Unlike Wall Street, we purchase and hold our equities for many years - we are long term investors. We do not try to predict or time the market as history has shown this to not be a successful long term investment strategy. Most of the individual securities we own are large multinational companies - so that they are names investors are familiar with.