We focus on our clients’ portfolios every day, so they don’t have to.

Our Services

Founded in March 1998 by Christopher P. Lorenz, Pine Capital, LLC is a private and institutional wealth management company. Pine Capital helps individuals, family groups and intuitions create, implement, and manage sophisticated investment strategies built on the foundation of Trust, Transparency, and Personalization, designed for long-term growth. Our client’s assets are held at Charles Schwab, which gives our clients the power and security of a large financial institution while also affording them the personalized service available only from a boutique investment firm. Pine Capital works with our clients to create the strategy then directs Charles Schwab to execute it. Pine Capital does not receive any compensation from Charles Schwab so the only way we can increase our compensation is by growing your account.

  • Stocks | Bonds | Mutual Funds

    • Transparent, individualized portfolios that fit your needs.

    • Focus on after tax returns.

    • Actively managed, diversified growth and income strategies.

  • • We have experience managing a wide variety of trust instruments.

    • Collaborating with your estate planning professionals.

    • Pass the maximum amount to the next generation.

  • • Easily roll over your 401k or employer sponsored retirement accounts into an IRA.

    • No taxes costs associated with rebalancing or transfers.

    • Roth IRA for yourself or kids.

    • Prepare for your retirement.

    • Extensive experience managing Individual 401k’s, SEP IRA’s and Profit Sharing plans.

  • • Work directly with the advisor managing your fund and allocating the assets.

    • Be a part of your team in the process of building and maintaining your funds.

    • Proper asset allocation to align with goals.

    • Prepare funds for high capital needs and projects.

Holistic Management

We understand that the investment portfolio is only one piece of the puzzle and individuals, and family groups can benefit from having a guide to help navigate tax liabilities, estate planning issues, charitable giving and young investor education. As part of our basic investment advisor fee, we help our clients pull together the appropriate professionals to maximize their ability to fund educational needs, reduce taxes or enjoy that long awaited vacation. We are not financial planners, but we can be your quarterback and guide you through these processes. The greatest obstacles to building your wealth are taxes, so Pine Capital works closely with your accountant to ensure that your investments are balanced with other aspects of your life, thus minimizing your tax liabilities. You work hard for your money. We will work hard to make sure that the maximum amount is passed on to your future generations.