Financial Services

Just like the seasons change, so does the stock market and retirement landscape. Pinehurst Wealth offers a full-service approach to retirement planning through a wide range of financial services aimed at helping you reach an evergreen retirement.

Legacy Preservation

Effective legacy preservation and estate planning is more than just having a last will and testament. We have long-standing relationships with qualified trust and estate planning attorneys that can provide you with legal guidance and help draft the appropriate documents.

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Tax Minimization

Without the proper strategy in place, taxes could become a burden later in retirement and bring your net income lower than you anticipated. We can help you identify and enact the right strategy for your financial situation and goals.

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Evergreen Income Maximization

At Pinehurst Wealth, we create for each client an income-based strategy designed to help them preserve their savings, allowing them to use it as a source of Evergreen Income.

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Wealth Management

Pinehurst Wealth provides white glove service for high-net-worth individuals, developing effective wealth and investment management strategies in conjunction with your CPAs and attorneys.

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Asset Protection

As retirement nears, you lose the luxury of time. We can help you strategize how to reduce your risk exposure to give you greater protection should a major stock market dip occur.

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Sunlight through pine trees

Get one step closer to a more evergreen retirement.

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