Stine Wealth Management

Helping you plan and prepare for your financial, retirement, and investment goals

Committed to Your Financial Future

Our Core Values: Empathy, Ethics, & Education

What are your financial goals? We'll get there, together.

We start with an initial consultation and then develop a plan together to help you reach your financial, retirement, and investment goals. Our priority is helping you take care of yourself and your family. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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As seen on FOX 10 Morning News

"Overall make sure you have all of the facts and take the time to develop a suitable and sustainable plan for you and your family."

Our Process

We create strategies that are tailored to your goals.

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Our History

We're prepared to guide you through life's transitions.

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Shared Values

We operate our business with ethics and integrity.

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Resources

Let's talk about your investment strategies.

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Financial Wellness Begins With Education

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Welcome to the family!

When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.

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Your goals are our goals.

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

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Schedule an Initial Consultation

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.