Pine Bend Wealth Management

Pine Bend Wealth Management With over 40 years of combined experience Pine Bend Wealth Management™ was formed based on core values centered around trust and open communication.

We adhere to one simple principle: our clients are at the center of everything we do. Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. www.finra.org, www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial regis

tered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Most investors check their portfolio at least once a day.Many of them aren't reviewing anything.They're refreshing a num...
06/02/2026

Most investors check their portfolio at least once a day.

Many of them aren't reviewing anything.

They're refreshing a number. Watching it move. Sometimes celebrating. Sometimes panicking. But not actually evaluating whether the portfolio is built for the life they're heading into.

That's a different exercise. And the years around retirement are where the difference starts to matter most.

Learn more about how checking your portfolio isn't the same as reviewing it!

Nearly half of investors check their portfolio at least once a day.1Many of them aren't reviewing anything.They're refreshing a number. Watching it move. Sometimes celebrating. Sometimes panicking. But not actually evaluating whether the portfolio is built for the life they're heading into.That's a....

Markets don't take vacations. But your strategy is built for the bumps.🙌
05/27/2026

Markets don't take vacations. But your strategy is built for the bumps.🙌

05/25/2026
⛰️Adventurers, gear up! ⛰️Camping season is here, and it's time to embrace the great outdoors. Whether you're a seasoned...
05/19/2026

⛰️Adventurers, gear up! ⛰️
Camping season is here, and it's time to embrace the great outdoors. Whether you're a seasoned camper or planning your first trip, let the fresh air and starry nights complete your next adventure. Where will your tent take you this season?

What is your Dream Vacation? Are you thinking about a trip around the world, with stops on every continent? Or a single ...
05/15/2026

What is your Dream Vacation? Are you thinking about a trip around the world, with stops on every continent? Or a single destination, sunbathing in tropical climates or visiting amazing landmarks? Whatever you’re imagining, your financial professional can help your dreams step into reality.

We’re honored to be recognized by Visionary Square on the “2025 President Level” among advisors.🏆 We’re thankful for our...
05/14/2026

We’re honored to be recognized by Visionary Square on the “2025 President Level” among advisors.🏆 We’re thankful for our relationship with them and look forward to continued growth with their partnership! Stephen LaFollette Clay Blackwell

We had a great time at the baseball field watching Jax State beat Auburn! Go Gamecocks!
05/13/2026

We had a great time at the baseball field watching Jax State beat Auburn! Go Gamecocks!

Jet fuel prices are rising, creating significant challenges for the airline industry and potentially increasing travel c...
05/12/2026

Jet fuel prices are rising, creating significant challenges for the airline industry and potentially increasing travel costs for consumers.

As airlines grapple with increasing fuel expenses, travelers may see higher ticket prices and additional fees. The situation underscores the broader economic pressures on the aviation sector and highlights the need for strategic operational and pricing adjustments.

Staying informed on these developments can help travelers and industry stakeholders navigate the evolving landscape of air travel.

Source:

The Iran war is driving up jet fuel prices, while a DHS shutdown creates long lines at airport security. There’s no end in sight for either of them.

It was a great day to celebrate the grand opening of Challenger Learning Center of Northeast Alabama! Stephen LaFollette...
05/08/2026

It was a great day to celebrate the grand opening of Challenger Learning Center of Northeast Alabama! Stephen LaFollette had the pleasure of meeting the Founding Chair of the Challenger Center, Dr. June Scobee Rodgers.🚀
We wish the center much success and are excited to watch the impact it will have in so many lives!

Address

1500 Leighton Avenue
Anniston, AL
36207

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12567708040

Alerts

Be the first to know and let us send you an email when Pine Bend Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Pine Bend Wealth Management:

Share