PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.

Overview

Pinnacle Strategic Wealth Management, LLC is an independent registered investment adviser structured as a limited liability company that focuses on serving individuals, families and small businesses. The firm delivers discretionary portfolio management and financial planning alongside business/institution portfolio services, and it also operates as an insurance broker—allowing it to combine investment oversight with insurance solutions where appropriate. Investment activity is centered on public funds and mutual funds, which make up the majority of the firm’s invested assets. Pinnacle uses a mix of fee approaches—percentage of assets under management, hourly charges and fixed fees—so client engagements can range from ongoing AUM relationships to project-based planning. The adviser is not an active ESG investor, does not act as a capital allocator, and is set up to serve a domestic client base. The firm is SEC-registered as of 2025.

Assets & Accounts

Investments & Alternatives

Location & Offices