Who we are

Bristlecone Wealth Management: Where a lifetime of passion helping others meets finance! Specializing in Retirement Planning, Budgeting, Bookkeeping, Tax Preparation, Notary Services and Insurance. We're not just about numbers.

Our mission? To empower small businesses and families with financial education, awareness, and security.

Dianna Patane - Founder

  • Tax Preparation since 2001

  • Retirement Planning since 2008

  • Assisting others create and live within a budget since 2008

  • Bookkeeping since 2012

  • Notary services since 2010

  • Insurance services since 2010