The Pines Wealth Management

Southern Pines, NC

How We Engage

Photo Credit by Rick Crandall

When people come to us with complex financial cases, we go to great lengths to create comprehensive solutions that are easy to understand and implement. We stay in tune with the market, giving our clients the distinct advantage of having dynamic, flexible portfolios that evolve with the economic climate. With our analytical perspective and personalized approach, we help our clients feel confident about their financial futures.

Engagement Options

Comprehensive Financial Planning

We review every aspect of your financial world and develop holistic, tailored strategies to address your long-term goals. With a thorough discovery process, we leave no stone unturned and no concern unaccounted for. As we work together, we’ll ensure your financial plan evolves with you through every stage of life.

Asset Management

For those in need of discretionary money management, we’ll review your current portfolio and determine the most appropriate solutions for you. We’ll consider several important factors like your risk tolerance and retirement timeline and make ongoing adjustments as needed.

Get in Touch
Team Photo

Welcome to The Pines Wealth Management

Evans Neville and Shelly Robinson at The Pines Wealth Management are very excited to announce our partnership with Charles Schwab. To learn more about this change and the benefits to you, click below.

Learn More

Important Notice

You are now leaving The Pines Wealth Management website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website. Schwab is a registered broker-dealer, and is not affiliated with The Pines Wealth Management or any advisor(s) whose name(s) appears on this Website. The Pines Wealth Management is independently owned and operated. Schwab neither endorses nor recommends The Pines Wealth Management. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with The Pines Wealth Management under which Schwab provides The Pines Wealth Management with services related to your account. Schwab does not review The Pines Wealth Management's website, and makes no representation regarding the content of the website. The information contained in The Pines Wealth Management's website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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