White Pine Wealth

Welcome to White Pine Wealth, your trusted financial partner in North Idaho. As a locally owned and operated financial advisory firm, we are dedicated to providing personalized financial services to individuals, families, and businesses. Our team of experienced professionals is committed to building long-term relationships with our clients, providing them with tailored financial solutions to help them achieve their goals.

Our Story

We understand the importance of having a trusted financial advisor who truly understands your unique circumstances and goals. At White Pine Wealth, we take the time to get to know you and your family, providing you with personalized attention and guidance. We believe that every individual and business is unique, and we strive to provide services that cater to their specific needs. Our team of experts has over 20 years of industry experience, and we are proud to be supported by LPL Financial, the nation's largest independent Broker/Dealer.

Our Services

We offer a wide range of financial services, including investments, retirement planning, trust and nonprofit services, and retirement account distribution options. Our team of experts will work closely with you to identify your financial goals and aspirations, and provide you with a roadmap to achieve them. We also offer customized services for businesses, including retirement plans, executive deferred compensation, liability management, and strategic team building.

Our Commitment

At White Pine Wealth, we are committed to providing exceptional service to our clients. We believe in building long-term relationships, and we strive to provide personalized attention to each and every client. We are proud to be locally owned and operated in North Idaho, and we are committed to supporting our community through charitable donations and volunteer work.