The Pinnacle team’s primary objective is to provide holistic financial strategies. Our ultimate vision is to educate clients about their own personal financial challenges and potential solutions regarding complex financial issues.
A STRONG FOUNDATION
About Pinnacle
Founded by Ken New, Pinnacle Financial Wealth Management is committed to helping pre-retirees and retirees understand financial strategy. Since 1997, Ken has spent time discovering options for income planning with a definitive strategy to reduce taxes. Our firm specializes in customizing asset management and investment strategies to help pre-retirees and retirees navigate the complicated and ever-changing world of investing.
Learn MoreThe needs of our clients
Our Focus
Here at Pinnacle Financial Wealth Management, we focus on one thing: The needs of our clients. We pour every ounce of effort we have into developing, implementing and monitoring investment strategies that will help our clients meet their financial and lifestyle goals.
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”We believe that the best way to make money...is to avoid losing it in the first place.
Ken NewFinancial Advisor
Meet The Team
Ken New is committed to helping retirees and pre-retirees understand financial strategy. Since 1997, he has spent time discovering options for income planning with a definitive strategy to reduce taxes. Ken explains options for growth to clients that will raise the probability that they will not outlive their income. He has such a unique and wide range of expertise in the financial industry that he is a member of the prestigious Million Dollar Round Table and a past officer of the National Association of Insurance and Financial Planners. Ken is a resident of Viera, Florida and is happily married to his wife, Linda. He enjoys spending time with his wife, daughter, Lindsey and granddaughter, Adalyn.
Jenny Moore joined Pinnacle Financial Wealth Management in 2016. In her current role, she provides support to the financial advisor for all client transactions. Jenny has many years of customer service and administrative experience which enables her to deliver excellent assistance.
Education:
Associate of Arts, General Studies – Eastern Florida State College
Linda has an extensive background in banking. She left the banking industry as the Vice President of Building and Construction Loans. Linda also has many years in Customer Service and is most outstandingly a ’people person.’ Her expertise in all areas of small business management is apparent in the way she cares for our clients. Linda’s dedication to our clients and passion for helping people is apparent in everything she does. Linda is a resident of Viera, Florida and is happily married to her husband, Ken. She enjoys spending time with her husband, daughter, Lindsey and granddaughter, Adalyn.
Brittany Kerr is a client services professional with a variety of experience in entrepreneurial ventures, insurance, and traditional financial firms. Brittany is focused on providing a holistic client experience and facilitating short and long-term goals.
Education:
-Bachelor of Science, Liberal Studies focused in Marketing & Applied Leadership – Middle Tennessee State University (May 2019)
-Associate of Arts, Liberal Arts – Gulf Coast State College
If you are looking for help with your taxes, please contact Debbie Hogan with ProTax Corporate Services, Inc. With 15 years of experience, Debbie specializes in preparing personal and corporate returns, along with bookkeeping services. She has worked alongside Pinnacle Financial Wealth Management for many years servicing clients with tax preparation.
VALUABLE EXPERIENCE
Our Team
Because the majority of our clients are retirees with similar concerns, we are in an ideal position to help meet their needs. When you choose Pinnacle Financial Wealth Management, you benefit from obtaining comprehensive advice from a team of highly qualified professionals who have successfully managed money through some of the most difficult times in history.
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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?
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