Pinion Wealth is a wholly-owned company of Pinion, which means that we have the ability to tap resources within the firm and across the nation to help make sure the financial aspects of your taxable entities work together with your wealth management.
Pinion leads, nationally, as consultants and CPAs in the food and agriculture industry, throughout the entire supply chain. The firm also has regional strengths in community banking, construction and real estate development, transportation, education, healthcare, manufacturing, and technology.
We believe many Pinion clients choose to work with the team at Pinion Wealth to pursue more tax efficiency and strategic planning symmetry. Often, the situations are complex, involving multiple entities, family members and assets. So we are very involved in your tax planning, working collaboratively with your CPAs, to figure out the right answer for you.
We hope our guiding mission and approach give you a sense for why people decide to work with us.