About Five Pine Wealth Management
Five Pine Wealth Management is a client-focused practice known for its strong relationships and exceptional service. The team prioritizes communication, conducting semi-annual and annual reviews, as well as providing regular updates to ensure financial plans are on track. Clients have praised the team for their dedication and approachability, often feeling more like friends and family than just numbers. Many have been working with the firm for several years and appreciate the personalized attention, regardless of their financial status. The team is responsive and willing to travel to meet clients, enhancing the overall experience. Reviews highlight the professionalism and genuine care offered, particularly in areas like personal finance and retirement planning. Clients confidently recommend Five Pine Wealth Management for those seeking a supportive and engaged wealth management partner.
I met with Jeremy on short notice, just hoping for some basic guidance on my retirement options. Not only did they welcome me right in with a warm smile, but the advisor spent a full hour with me—patiently answering every question, breaking down complex topics into plain English, and giving thoughtful, no-pressure advice. Zero sales pitch, just genuine help. I left feeling informed and respected. In a world full of pushy financial services, this kind of generosity and expertise stands out. Highly recommend—worth every star.
I contacted Five Pine for some early investment/retirement planning, and even though I end up creating a financial plan with them, Jeremy Morris still spent an hour on a call with me giving good start-up advice and guidance for which I am immensely grateful. He also said I could reach out via email with questions they would answer even though I'm technically not a client of theirs. So appreciated!
We were referred to Ben & Jeremy by a friend of ours that had rolled all of his retirement accounts to their team and started his businesses 401k for his team as well. We met with them and Ben got us on the right track and educated us. We will be doing our personal and business retirement accounts through their team.