Many investors today have witnessed their financial institutions endure mega-mergers. They have seen the staff and the firm on their investment statement change. They've felt their level of import and personal service slip as they've become just a single customer in a pool of hundreds of thousands.
Perhaps they've even seen their investment firm treat them as a prospect, pandering different products and services under the guise of 'cross-selling.' We're offering a different experience. As a client of White Pine Wealth you are one of a few. We don't treat our clients as an opportunity to increase profitability, rather, they are the reason we exist.
Perhaps they've even seen their investment firm treat them as a prospect, pandering different products and services under the guise of 'cross-selling.' We're offering a different experience. As a client of White Pine Wealth you are one of a few. We don't treat our clients as an opportunity to increase profitability, rather, they are the reason we exist.
Services
Brian is driven by the opportunity to serve his clients and community. He is responsible for developing new client relationships and ensuring excellent service is being provided to investors who have already found a home at White Pine Wealth. A Gonzaga University graduate, Brian is actively engaged in support of important causes.
The opinions voiced in these recordings are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
The opinions voiced in these recordings are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
The opinions voiced in these recordings are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
The opinions voiced in these recordings are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
Reviews (1)
Stephanie Carver
Aug 11, 2020
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