Skip to main content
Wealth Management

 “All humans are different, we think our process is, too.”

At Silver Pine, we believe the wealth management process should be collaborative and long-term with a focus on improving the overall financial wellbeing of our clients.

Our Program

Together, we tackle the challenges most important to you.

We created our financial planning program to help busy, successful people become more organized with better visibility into their financial lives. We help you prioritize your goals and make empowered financial decisions that support your true passions in life.

Here are just a few areas we feel strongly about.

Financial Position & Cash Flow

Far far away, behind the word mountains, far from the countries Vokalia and Consonantia, there live the blind texts.

Investing & Growing Wealth

Even the all-powerful Pointing has no control about the blind texts. One day a line of blind text by the name.

Protecting Your Wealth

A small river named Duden flows by their place and supplies it with the necessary regelialia.

Frequently asked questions

How often do you meet with clients?

Our program is intentionally long-term. A typical engagement might last for 12 months or longer. We prefer to meet regularly with our clients, usually once every 3-4 weeks.

What's discussed during client meetings?

During a typical engagement, clients are introduced to our team of experts and we review all parts of your plan. Even in areas where we aren’t the experts, we know people who are.

What do you charge for a fee?

We charge a monthly fee and clients can decide to pause or leave the program whenever they’d like, hopefully when they feel more informed and are ready to manage their finances themselves.

Silver Pine Capital has helped our family get back on our feet after the pandemic. We’re so thankful for Jim and his team.

Velosa FamilyBoston, Mass.
Get Started

Ready to take the first step?

Fill out the form below and we’ll be in touch within 24 hours.