Vine Capital Management

Wealth Management and Consulting


About Us


"If you do what you love, you will never work a day in your life"

Marc Anthony

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.

Vine Capital Management - the advocate for your financial future.

CUSTODY OF ASSETS

We do not hold any client's accounts we manage. Rather, the accounts are in custodian with LPL Financial, LLC. 

The largest independent brokerage firm.

Talking with us is just a conversation, not a commitment. For either of us.

Address

Vine Capital Management

29935 Valle Olvera

Temecula, CA 92591


Email

tom@vinecapitalmanagement.com


Phone

1-951-526-5173

Vine Capital Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Vine Capital Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Vine Capital Management, LLC unless a client service agreement is in place.