About
Pinecrest Wealth Advisors

At Pinecrest Wealth Advisors (PWA), we believe that if we can help you understand your finances in a way that’s simple, straightforward, and (dare we say) fun then together we can build a trusting relationship that helps steer you towards reaching your financial goals.

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Our Philosophy

Most of us like to think that we make decisions based on logic and reason, but the truth is our emotions play a big role in how we handle money. Whether we've earned it or inherited it, making financial decisions can be confusing and complicated - which is why we’re here to break it down for you.

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Our Process

No matter what your definition of financial security is, one thing is for sure: the best way to achieve it is through careful planning. Once we get to know you, we can start developing a dynamic plan to meet your immediate needs and future goals, while adjusting for changes down the road or for when life throws some unexpected curve balls.

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Our Services

 

Financial Planning

Sensible financial planning is much more than just setting aside money for the future. How to save (and how much!), and where and when to invest those savings according to plan plays a crucial role in helping you to understand how you’ll meet your short-term as well as long-term aspirations.

 

Retirement/Income Planning

For our clients, retirement planning doesn't start at retirement. It starts much earlier! Our Retirement Planning service takes a long-term view of your financial wellbeing. We use a life-cycle approach to ensure your “Life After Work” is as well-planned as your life prior to retirement. Everything we do for you centers around four pillars.

 

Investment Planning

Investing is about more than just making money - it's also an opportunity for you to help yourself go from point A to B (the time to ‘cash out’ on your investments) with the least amount of risk needed. without a good investment plan, your financial future could be in jeopardy.

We help build, manage, preserve and transition wealth for our clients.

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Our Team

Mannie de la Maza

Founder and Advisor

Mannie has more than 15 years of experience working in the investment industry, including at JP Morgan and Well Fargo...

Lauren de la Maza

Director of Business Development

Lauren de la Maza is the Director of Business Development of Pinecrest Wealth Advisors (PWA). She is dedicated to...

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