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Your Bridge to the Pinnacle of Retirement

Your Bridge to the Pinnacle of Retirement

Building Trust and Driving Success

Your Proactive Financial Planning Partner

At Pinnacle Financial Wealth Management, we prioritize client education, and we collaborate with local and national best of breed experts within our Virtual Family Office to offer you the highest quality solutions based on extensive knowledge and customized advice. As a proactive full financial planning firm, we provide tailored solutions for your wealth management, retirement, life events, and business growth. We aim to overcome financial roadblocks before you ever encounter them. We proactively work to save you money, grow your wealth, and establish a foundation for a lasting legacy.

We build strong client relationships. Trust forms the core of our partnerships. As a fiduciary, you will experience unbiased professional advice and full financial planning from our firm. You can trust us to offer guidance and solutions to meet your specific goals and ensure financial stability throughout retirement. Our focused planning and tailored solutions guarantee a successful journey.

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All Walks of Life

Taxes, death of a loved one, buying a new home, selling the family farm, retiring from your job… these are all pieces that may make up the landscape of your financial life. Our job, as your financial advisor, is to look at all the aspects of your finances, and to guide you on the individualized route to reach your personal Pinnacle. Are you ready for a financial growth strategy that’s as unique as you are?

We are independent, and have no obligation to an outside company, no sales quota to meet and no proprietary products to sell. Our only obligation is to our client.

Ken NewFinancial Advisor
Identifying the Missing Facts

Making Sound Financial Decisions

We find that the average investor does not have a process to make sound financial decisions. Investors are often missing critical information that may be costing them a lot of money- and many have no clue they are leaving money behind. We don’t let your money fall through the cracks! We help you to identify all missing facts, misconceptions and/or undisclosed details, which is crucial when making a sound financial decision, before that decision is made. Our full Finanancial planning process is proactive and comprehensive.



Look Forward

The first step is a look forward review of your tax return to determine your current tax situation. We identify things like phantom income taxation, uncover incorrect uses of taxable and tax-deferral strategies, and discover missed opportunities for offsetting gains and losses. Our 3 Step Review helps you implement the correct strategy to lower or eliminate your taxes.

Income Analysis

Following, is an income analysis to determine if you are using your income sources properly and in the most tax efficient method. With the ever-increasing cost of inflation, we discover if you have adequate income and liquidity to meet future needs. Your actual rate may be different from the government quoted inflation rate as it is based on what you specifically spend money on.

Risk Analysis

Finally, we make sure your investment risk exposure is one you are comfortable with and is in line with your investment allocation strategies. Research shows people make poor decisions, receive low rates or incur losses if they have not identified their true risk comfort level. A simple set of questions will help us prevent this issue and possibly help you avoid losses.

Ask the Right Questions

The missing information

If there was a missing piece of information that was costing you money now or that would cause a significant problem or cost in your future, when would you want to find out about it? Today? 5 or 10 years from now? Never? If it was a must know fact, wouldn’t you want to know about it before making any financial decision, especially one that put your money at risk? That’s what makes our firm different! We seek to identify all the facts necessary to make a sound financial decision that is in your best interest before making that decision.

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Invest Without Guessing About Risk.

You’re going to appreciate how Pinnacle empowers you to become a fearless investor. Connect with us to unlock your tailored investment strategy.

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P: (321) 454-3623
Monday-Friday 9AM-5PM

Office Address

1351 N Courtenay Pkwy.
Suite BB
Merritt Island, FL 32953

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