Broker Check
Your Trusted Wealth Management Partners

Your Trusted Wealth Management Partners

At Stine Tax & Wealth Management, we're more than just financial advisors — we’re your neighbors, your confidants, and your partners committed to helping you live comfortably in this life and build wealth for generations.

With deep family roots in Lake Charles, Louisiana, we’re passionate about serving the members of the community reaching out to the surrounding areas as far as Houston all the way to New Orleans. No matter where you are from or how unique your financial planning needs may be, we consider all of our clients part of our family, and we're committed to helping you and your family succeed.

Schedule A CallGet Started

Our Team: Specialists with a Passion for Service

Our team of dedicated financial fiduciaries brings together decades of experience in wealth management, tax planning, and client service. We stop at nothing to get to the root cause of your financial concerns and work alongside you towards a bright future where you can enjoy your wealth.

What Sets Us Apart

At Stine Tax & Wealth Management, our approach is all about service, strategy, and not leaving anything to chance.

We're guided by these core principles that shape everything we do:

Valued-Based Planning

Using the Bucket Plan® process, identify your values and turn your aspirations — like quality time with family or a meaningful legacy — into reality.

Commitment to Education

We’re a team of natural educators. We make it our mission to continuously learn and share our knowledge, empowering you to navigate your financial journey with ease.

Family-Oriented Service

With family being a foundational part of our lives and practice, we make sure everything we do helps you look after your loved ones.

Community Engagement

The wellbeing of our community and its members is important to us, which is why we are proud to give back and donate to charities we are passionate about.

Our Story of Financial Stewardship

Our Story of Financial Stewardship

Our journey began with a simple yet powerful idea: to provide honest, holistic financial guidance that truly puts clients first. After serving in the military and gaining experience in various financial sectors, our founder Troy Stine realized that true wealth management isn't about selling products – it's about helping people enjoy fulfilling lives and retire confidently.


For that reason, Troy likes to refer to himself as a “recovering investment sales advisor and now a holistic planner,” who is committed to providing the expertise and guidance that meets needs and exceeds expectations.

Let’s start planning your future so you start enjoying it.

Schedule A CallGet Started

Ready to focus more on living in the moment and less on worrying about your finances?