Today is Giving Tuesday! Every year, Giving Tuesday takes place on the Tuesday following Thanksgiving. Whether it be offering a kind smile, providing acts of care, spending time volunteering, or making a small donation – we can all make a difference! #givingtuesday #giveback #generosity #care #helpinghand #transformation #communities #helpingyougetthere #whitepinewealthmanagement https://lnkd.in/gVTSASY
White Pine Wealth Management
Financial Services
Falmouth, Maine 47 followers
Helping you get there.
About us
We believe an honest conversation is essential to your financial wellbeing. It’s about helping you articulate your goals in life, and working together to reach them. You deserve to get the most out of your wealth, and subsequently, your life. We have the years of experience, the tools, and the passion to help you get there. White Pine Wealth Management. Helping you get there. For additional information and disclosures please visit: https://whitepine.hightoweradvisors.com/
- Website
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https://whitepine.hightoweradvisors.com/
External link for White Pine Wealth Management
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Falmouth, Maine
- Type
- Privately Held
- Founded
- 2015
Locations
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Primary
5 Fundy Road
Falmouth, Maine 04105, US
Employees at White Pine Wealth Management
Updates
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Happy Thanksgiving! White Pine Wealth Management is so very thankful for our wonderful clients. We hope your holiday season is filled with joy, laughter, and warmth! Our office is closed today in observance of Thanksgiving, a NYSE holiday. Tomorrow our office will close at 1:00PM ET, also a NYSE holiday. Normal business hours will resume on Monday, December 2nd at 8:30AM ET. #thankful #hightoweradvisors #clients #wealthmanagement #helpingyougetthere #grateful #givethanks #whitepinewealthmanagement
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“What do I need to do now?” It’s a question most people ask after the death of a loved one. With all the various decisions to consider and steps to take, it can feel like a whirlwind of busy work and complex choices. It’s easy to feel overwhelmed. This article provides checklists for what to do after a loved one dies that may make the process a little easier. #whitepinewealthmanagement #hightoweradvisors #planning #assets #checklists #finance https://lnkd.in/gTu58pzT
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whitepinewm.com
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Thank you to all veterans for their service and sacrifices they’ve made! Do you know someone who is a Maine veteran? Be sure to have them check out the Maine Veterans’ Benefits and Resource Guide! #veterans #maine #whitepinewealthmanagement #resources #benefits #hightoweradvisors https://lnkd.in/e859NzQx
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In September, two of our team members, Natalie & Gabby, traveled to Chicago for Hightower’s Pinnacle conference that happens annually. The Pinnacle conference is for advisory business field professionals to come together, collaborate, educate each other, and share the latest ideas. Throughout this conference, Natalie & Gabby attended many informational sessions. Although, most of their time in Chicago was spent collaborating with others and learning about new ideas, they were able to explore the city one night. Check out some pictures taken during their two days in Chicago! #buildwealth #helpingyougetthere #whitepinewealthmanagement #chicago #pinnacle #conference #hightoweradvisors #growth #collaboration #ideas
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November is National Family Caregivers Month! It is important to honor those who dedicate their time and efforts to caring for their loved ones. Tap the link below for information on resources, support services, agencies, and more to support caregivers this November. #familycaregivers #caregiving #supportservices #whitepinewealthmanagement #helpingyougetthere #hightoweradvisors #november https://lnkd.in/emtjcn-U
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Happy November! As a reminder, this Sunday, November 3rd at 2:00am local time, daylight savings will end. This means time will “fall back” an hour and we will gain an extra hour of sleep! Be sure to change your clocks! #daylightsavings #time #fallback #whitepinewealthmanagement #hightoweradvisors #wellth #financialfreedom
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Please join us in congratulating Matthew Emery. Last month, Matthew sat for and passed the CIMA® exam and earned his Certified Investment Management Analyst® certification through the Yale School of Management. According to the Investments & Wealth Institute’s website, the “Certified Investment Management Analyst® certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors, and wealth management professionals”. We are so proud of Matt’s perseverance and diligence in earning this designation – congratulations Matt! #investment #certified #yale #helpingyougetthere #whitepinewealthmanagement #hightoweradvisors #buildwealth #financialsuccess #analyst
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October is National Cyber Security Month. If you are interested in learning more about how you can stay vigilant and do all you can to keep your information and your assets safe from cybercrime, please check out the link below! #cybersecurity #october #whitepinewealthmanagement #hightoweradvisors #cybersecurityawareness #financialsecurity https://lnkd.in/ez2VGHrv
How-to-Defend-Against-Cybercrime-1.pdf
blogs.hightoweradvisors.com
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Have you seen our monthly newsletter yet? White Pine Wealth Management has a newsletter that comes out towards the beginning of every month! Our newsletters are filled with fun things to do, market commentary, events, updates from our office in Falmouth, Maine and so much more! You can find our newsletters on our website at https://lnkd.in/e3rjgMhS or under the “Newsletters” section. Be sure to stay tuned for next month’s newsletter! #whitepinewealthmanagement #helpingyougetthere #whitepinehelpingyougetthere #wellthy #hightoweradvisors #financialsuccess #newsletter #buildwealth