Financial Planning For Life-Changing Events
Whether you’re exiting a business, entering retirement, or rebuilding after divorce or loss
You don’t have to have it figured out yet.
Common questions we hear:
“I built a business from scratch…
Will my exit number be enough?”
“We want to retire but…
Will we run out of money?”
“I just lost my husband…
Will I have to return to work to keep my home?”
If any of those sound familiar, you’re facing decisions no one has prepared you for.
And the wrong move (or no move) could cost you real money… and your mental peace.
That’s why we built the Snowpine Ascent Process™.
A complimentary 3-step process designed to do one thing: get you from “I don’t know where I stand” to “I know exactly what I need to do next.”
What Other People Say About Snowpine Wealth Strategies
“I’ve had several disappointing experiences with financial planners. I want someone who understands disaster. When it gets really awful, I want to know I have someone to stand by my side. That’s what I want from my financial advisor, and that’s what I get with Snowpine Wealth.”
LINDA (SNOWPINE WEALTH CLIENT)
This statement was given while the advisor and associates were employed by a previous firm. The statement is a testimonial from a current client of the advisor as of 02/18/2026 and may no longer be applicable or a client. No compensation was paid in exchange for the testimonial, it was not solicited by the advisor, and client consents to use of this testimonial in the advisor’s advertisements. The testimonial is not representative of all clients’ experience with the advisor, not based on performance, and not a guarantee of future performance or success. Investing involves risk and isn’t always profitable.
Built To Do What’s Best For You
Ryan Smith, CFP®, CEPA®, is a former civil engineer who traded designing bridges for designing financial strategies
The Snow Bank
Read Our Blog, The SnowBank, For Jargon-free Tips That Demystify Complex Financial Choices
The “Big, Beautiful Bill,” Part 2: Student Loans, SALT, 1099s, and More
Please Note: This is Part 2 of our coverage on the “One Big, Beautiful Bill” (OBBB). Part 1 covers the…How Much Cash Should You Hold In Retirement?
In my work as a financial advisor, one question I hear quite often is how much cash to keep around…
Case Studies
Take A Look At These Example Client Stories To See How We Can Help
These are client stories, based on common situations we’ve seen our clients experience. We’ve altered them to respect the privacy of our clients.
Financial Stability After A Husband’s Passing
After dealing with the grief of losing her husband, Alice saw harsh reality staring her in the face. Still raw with...
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Independence After Divorce
Terri is 52, with two teenage daughters. Her passions are cooking, fitness and spending time outdoors. But when her husband...
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A Couple Prepares For Retirement
Bob and Betty have been retired for 10 years. They are enjoying their retirement and are both healthy and active, but need...
READ MORE →Find Your Financial Footing & Feel Confident Your Next Step Is The Right One
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