Pinnacle Strategic Wealth Management, LLC

Overview

Pinnacle Strategic Wealth Management, LLC is an independent registered investment adviser organized as an LLC. The firm serves individual and family clients and offers a mix of financial planning and portfolio management across private clients, small businesses, and institutional/business accounts. Advisory fees are charged on a percentage-of-AUM basis and the firm also uses hourly and fixed-fee engagements. Pinnacle operates an insurance brokerage function alongside its advisory practice, and it does not position itself as a capital allocator or an ESG-focused manager. The firm is structured for a domestic ownership model that includes individual ownership. It is not a multi-state adviser and is not categorized as a pension consultant or a related adviser to another firm.

Assets & Accounts

Investments & Alternatives