Our Second Opinion Service
The Pinnacle Second Opinion is different than others. Are you concerned about the fate of your wealth?
Learn MoreThe Case for Independence
Pinnacle Wealth is Independent. We are free and legally obligated to pursue the best opportunities and strategies to benefit our clients.
Learn MoreAdvanced Tax Planning
A plan without specific, personalized long-range tax strategies is a plan most likely to fail.
Learn MoreOur financial planning services are built on trust, transparency and accountability
Pinnacle Wealth’s mission is to inspire our clients to achieve True Wealth through a combination of education, communication and service, which exceeds their expectations. We offer a truly independent solution. We specialize in financial planning and wealth management for retirees and soon to be retirees. Let us help you discover what it feels like to have confidence, security, and peace of mind in retirement so you can focus on what is truly important to you.
Contact UsYour Future
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Your Future
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Pinnacle Wealth has been featured on
Helpful Content
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
View all articles 
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
View all calculators
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
View all presentations
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.