Like a tree with many branches,
we’re one source for many financial services.
Helping you to achieve your financial goals through investments in stocks, bonds, mutual funds, etc. is at the root of what we do at Lone Pine Wealth Management. However, our reach extends much farther than that because we are here to assist you in every financial way.
Here are some of the features and benefits you enjoy through a relationship with Lone Pine:
• A holistic approach to financial planning that includes investing, estate planning, successor trustee services, insurance services and more.
• An ongoing process to help you achieve your financial goals that includes development, implementation, management and monitoring of your personal financial plan.
• A fee based method of payment for financial planning and investment management services.
What sets us apart?
Most importantly, as we help you plan for your financial well being, you can be absolutely sure of one thing: We will always put you first and never make a recommendation or decision for you that we wouldn’t make for ourselves.
Lone Pine Wealth Management, LLC was a sponsor of the 2012 Red Carpet Run, a 5k put on by Running Fit in West Bloomfield. There is a costume theme to the race and a good time was had by all. If you ran the race, see if you can find yourself among the pictures! And remember, you are entitled to a free financial consultation so give David Sculati a call or email and get the most for that race entry fee!
Click here for photos from the event.