Our Services

Advisory and Account Services

Consult/Integrate with Accountant, Trust Attorneys,

& Tax Professionals

Mediate Family Financial Matters

Expertise in Socially Responsible Investing


Investment and Portfolio Management

Retirement accounts/IRAs

Non-retirement accounts

Risk Evaluations

Uniform Gift/Trust for Minor Accounts

Estate Planning

Coordination with your other Professionals

Family Trust and Charitable Trust Accounts

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

douglas.newman@pinnadvisors.com | (802) 253-7987

denise.green@pinnadvisors.com