Vine Capital Management

WHO WE ARE:

Our firm's founder, Tom Haynes, has been managing client portfolios for over 20 years. Tom earned a college degree in finance, and upon graduating, went to work for Merrill Lynch in San Diego. After a successful career with Merrill Lynch, he wanted greater freedom for his clients to have unbiased investment choices and so went independent and opened his own office.

WHAT WE DO:

Our firm provides asset management and investment consulting services for different types of clients to help meet their financial goals while remaining sensitive to risk tolerance and time horizons. As a fiduciary it is our duty to always act in the client’s best interest. This is accomplished in part by knowing the client. Our firm has established a service-oriented advisory practice with open lines of communication. Working with clients to understand their investment objectives while educating them about our process, facilitates the kind of working relationship we value. 

We provide a variety of standalone financial planning and consulting services to clients for the management of financial resources based upon an analysis of current situation, goals, and objectives. Financial planning services will typically involve preparing a financial plan or rendering a financial consultation for clients based on the client’s financial goals and objectives. This planning or consulting may encompass Investment Planning, Retirement Planning, Estate Planning, Charitable Planning, Education Planning, Corporate and Personal Tax Planning, Real Estate Analysis, Mortgage/Debt Analysis, Insurance Analysis or Business and Personal Financial Planning.