Five Pine Wealth Management

Mar 2024

Donna and I have been working with Ben and Jeremy for nearly 10 years. I found that they have done an excellent job helping us understand our risk level and investment practices. This team is readily available when needed. I highly recommend that you consider Five Pine as your wealth management firm.

Feb 2024

I have been working with the Five Pine Wealth Management team for 5+ years and wish I could give them 10 stars. From our first meeting I have felt like Ben and the team were more like friends and family and I have never been treated like a number. They have an awesome approach that makes you feel like your future plans are as important to them as they are you. They have offered genuine interest in my future in my industry as well as my family's future plans . Despite my humble assets they have always been super responsive to my calls emails and offer to meet when ever possible, they travel to meet me in the Spokane area as apposed to making me go to their offices. They...read full review

Dec 2023

Jeremy was incredibly helpful in guiding me through future personal finance and retirement planning basics. He was very professional, listened to concerns, and provided resources to utilize. I felt as though he genuinely cared and was invested in meeting me where I am at, and offering a few directions I can move forward with. 100% would recommend!