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Your Financial Compass

At Pinnacle Financial Wealth Management, we offer proactive and strategic financial planning services. With deep industry knowledge and a commitment to personalized solutions, we serve as your trusted advisors. Whether you need help with retirement strategies, life events, or business growth, we provide the expertise and guidance you can rely on for long-term success.

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Building Trust and Driving Success

Your Proactive Financial Planning Partner

At Pinnacle Financial Wealth Management, we prioritize choosing the right advisor. With extensive knowledge and customized advice, we build strong client relationships. Trust forms the core of our partnerships. As a proactive financial planning firm, we provide tailored solutions for retirement, life events, and business growth. We aim to avert financial issues, help you save, and establish a foundation for lasting prosperity.

Experience unbiased advice and commitment to your financial growth with us. Our services encompass retirement planning, life events, and business expansion. We navigate obstacles for a bright future. Trust us to offer strategies meeting your needs, ensuring financial stability. Our focused planning and tailored solutions guarantee a successful journey.

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Identifying the Missing Facts

Making Sound Financial Decisions

We find that the average investor does not have a process to make sound financial decisions. They are missing critical facts in their financial lives that may be costing them a lot of money. We help to identify these missing facts, misconceptions and undisclosed information that are all critical and necessary to make a sound financial decision that is in their best interest, before that decision is made. The correct course of action is to learn the right questions to ask before you buy any financial product or plan for your future.

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.

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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?



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. Take our 5 Minute Risk Survey today.

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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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