The Pines Wealth Management

Southern Pines, NC

Trusted Guidance.
Proactive Support.
Total Peace of Mind.

Your Partner in Achieving Your
Ideal Financial Future

There’s no better feeling than knowing someone you trust is looking out for you.

When you partner with The Pines Wealth Management, you gain a guide, teacher, and confidant to walk alongside you on your wealth journey. Between where you are today and your vision for the future, we safeguard your financial well-being and empower you to make informed decisions that are aligned with your goals. We help you bring clarity to the complexities of your finances and guide open conversations about what you can expect along the way—so you have the knowledge, confidence, and resources to live your most fulfilling life.

Trusted Guidance

As we get to know you, we’ll uncover what you’re looking to accomplish and ask questions about your current financial standings. We’ll give you a deeper look into how we work with clients and what you can expect our relationship to look like moving forward. Then, we’ll gather the facts and develop a financial plan based on the information you’ve provided.

Proactive Support

Next time we meet, we’ll present our initial financial plan and suggested adjustments for your portfolio. We’ll answer any questions you have and discuss the “why” behind any solutions you’d like to learn more about. We’ll take all the time needed to address your feedback and tailor our solutions to meet your needs.

Total Peace of Mind

We’ll get to work helping you implement your strategies and changes. Moving forward, we’ll meet regularly to ensure we’re up to speed on what’s going on in your life and adjusting your plan accordingly. In the meantime, we encourage you to call us anytime there’s a change to your financial life, no matter how big or small.

Balance for the Bigger Picture

The path between here and your future goals is winding. In the face of market volatility, life changes, and new opportunities, it can be challenging to keep your eyes on the bigger picture—but that’s the beauty of having a financial partner. We help you sort through the noise and focus on the things that can be controlled so you can balance enjoying your life today and preparing for a secure and exciting future.

Guidance for Generations

We’re incredibly honored to serve multiple generations of our clients’ families, and we consider it a privilege to walk through life with them. When they experience success, we celebrate alongside them. When they go through loss, we grieve, and we’re there to support them. And when they have questions or concerns about their wealth, we’re right there, ready to listen, guide, and advise.

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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