While long-term asset management is our primary service offering, Pinestar Capital Advisors also offers investment and financial consulting services to individuals, families, small businesses and other organizations that seek advice or guidance on certain financial or investment related matters (but do not require ongoing asset management). For example:

• Requests to research specific investment opportunities

• Investment portfolio review

• Consultations on estate planning matters

• Marriage and divorce financial counseling

• Individualized financial and investment education

• Charitable activities relating to investments

• Advice or due diligence on personal or small business transactions

• Cash management and yield optimization strategies

Investment and financial consulting services are available on either a one-time or as-needed basis, depending on the particulars of your situation. Whether you require a second set of eyes on an important transaction, are seeking professional advice on an investment-related matter, or simply want someone to patiently consider your questions and provide independent, compassionate advice, we may be able to help. Every consulting engagement is unique; thus we are happy to discuss, confidentially and at no charge, the details of your situation and whether we have the appropriate expertise to help.

Pinestar Capital Advisors is not a law firm, tax firm, tax preparer or insurance specialist, and thus we do not render legal, tax or accounting advice, and we do not offer insurance products. However, we will work with your legal and tax professionals, or insurance agents, to facilitate information flow and help coordinate work on these matters on your behalf.