General Info

Pinnacle Wealth Management was founded in 1998 to help clients aim toward their personal and financial goals. We believe in getting to know you personally in order to build relationships to better understand your goals and dreams. Customized Wealth Plans allow you to stay on top of your personal goals and set measurable benchmarks to pursue them. We work toward your investment goals using our Surge & Protect Investment Strategy. This strategy potentially allows you to surge up when the market increases, but also allows some downside protection during economic declines.