White Pine Wealth Management

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 

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

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

Happy first day of fall! What is your favorite sign of fall? Check out our newsletter link below to see what our team had to say! https://lnkd.in/e-Z4txJx #happyfall #whitepinewealthmanagement #seasons #leaves #foliage #newsletter #september #hightoweradvisors #maine #newengland 

This month’s staff spotlight is Natalie Munn! Natalie is an important member of our team at White Pine Wealth Management. She is responsible for client services, as well as some of our financial planning processes, and more. Her enthusiasm and generally upbeat personality is infectious, and her attention to detail and care for our clients is why we love having her on the team. Check out our newsletter to learn more about Natalie by clicking the link in bio! #whitepinewealthmanagement #hightoweradvisors #buildwealth #financialfreedom #helpingyougetthere #financialplanning

September is National Healthy Aging Month! It is so important that we take care of our health, as well as our well-th. Did you know just an additional $5000 per year in income can impact your lifespan? Read more about it in our newsletter at the link in our bio. #healthyagingmonth #health #wellbeing #whitepinewealthmanagement #hightoweradvisors #healthinvestment #well-th

Every year, the Friday after Labor Day is National 401(k) day! Do you know the maximums for 2024? Don’t forget to increase your contributions each year. Click the link below for more information. https://lnkd.in/eGpMQuWV. #retirement #401k #whitepinewealthmanagement #hightoweradvisors #planning #saving #investments #buildwealth

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

Happy Labor Day from White Pine Wealth Management! Our office will be closed today, Monday, September 2nd, in observance of the NYSE holiday. We will resume normal business hours tomorrow, Tuesday, September 3rd at 8:30am. Please also note that our non-summer office hours will officially resume on Tuesday, September 3rd. Monday – Thursday 8:30am – 4:30pm, Friday 8:30am – 4:00pm. Welcome fall! #laborday #usa #whitepinewealthmanagement #helpingyougetthere #buildwealth #financialsuccess #financialfreedom

Financial education is so important. Students must determine what their education loan situation will be depending on the school of their choice before college classes even begin. During college, most students make independent decisions for the first time about spending, saving, budgeting, and properly planning for their week-to-week expenses. After graduation, there are even more decisions being made - job seeking, interviewing, salary negotiation, benefit packages, relocation expenses, and more. At White Pine Wealth Management, we are always happy to help with any questions our clients (and their children) may have! #financialwellness #education #studentloans #investment #financialdecisions #whitepinewealthmanagement #hightoweradvisors #maine #college