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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.

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Securing Prosperity

Comprehensive Financial Services

Pinnacle Financial offers an array of services designed to secure your financial future, optimize your wealth, navigate business challenges, and ensure resilience amidst uncertainties. Our experts provide personalized solutions aligned with your unique financial goals.

Wealth Management

Unveiling the Art of Wealth Management

At Pinnacle Financial, we take a holistic approach to Wealth Management. Our objective is not just to grow your wealth but also to protect, utilize, and distribute it efficiently. Our team comprises financial advisors, accountants, attorneys, insurance agents, and specialized experts working in unison across various financial service sectors. We ensure an integrated wealth management service that aligns with your financial goals and future aspirations.

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Tax Planning

Strategic Tax Planning for Optimal Growth

Our Tax Planning services at Pinnacle Financial aim to balance your financial growth with a minimal tax burden. Our tax experts, armed with profound knowledge of tax laws and regulations, provide effective tax strategies tailored to your specific needs. We cater to individuals and businesses alike, designing customized tax plans that fit into their financial objectives and abide by legal requirements. Our scope of service covers preparation for tax season, tax implication analysis of your financial decisions, and tax-efficient structuring of your business.

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Investment Services

Mastering Investments for Financial Success

Investment Services at Pinnacle Financial are designed to maximize the potential of your investments. Our team of investment professionals, including financial analysts, fund managers, and strategic planners, provide an all-encompassing and personalized investment strategy. We guide you through investment decisions, monitor your portfolio, and make necessary adjustments according to market fluctuations. Regardless of whether your aim is capital growth, income, or a mix of both, we align your investments with your financial goals and risk tolerance.

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Financial Planning

Blueprint to Financial Independence

Financial Planning at Pinnacle Financial is a comprehensive service aimed at helping you achieve your financial objectives and secure financial independence. Our team works with you to comprehend your current financial situation, future goals, risk appetite, and investment horizon. We draft a comprehensive financial plan covering cash management, investment strategy, retirement planning, and estate planning. We consistently track your progress and adjust the plan as per your changing needs and market conditions.

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Insurance Services

Safeguarding Your Financial Future

At Pinnacle Financial, our Insurance Services are geared towards ensuring your financial protection. After assessing your personal and business risks, we offer insurance solutions tailored to your unique needs. Our team of insurance specialists guide you through the complex insurance landscape, making sure you're adequately insured against potential threats. Our main priority is your peace of mind.

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Retirement Planning

Cultivating Your Golden Years

Retirement Planning at Pinnacle Financial is focused on turning your retirement dreams into reality. Our retirement planning experts work with you to calculate the funds you will need and devise a strategy to accumulate these funds over your working years. This includes pension planning, Social Security benefits optimization, saving and investment strategies, and income generation during retirement. Our primary aim is to ensure that you can enjoy your desired lifestyle during your golden years.

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Business Advisory

Your Guide through the Business Labyrinth

At Pinnacle Financial, our Business Advisory services are meant to guide you through the labyrinth of business growth and management. Our team of business experts is available to assist you in dealing with various challenges that small and medium-sized business owners frequently encounter. Whether it's improving employee engagement, reversing slipping revenues, or identifying key performance indicators, we're here to guide you every step of the way.

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We help clients achieve their personal, professional, and financial goals through optimization of financial strategies across the core principles of tax mitigation, wealth management, and estate and legal planning.

Ken NewFinancial Advisor
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What are VFO Services?

Virtual Family Office

The Virtual Family Office provides you with comprehensive access to a suite of financial solutions, right from your own space. Combining expertise in wealth enhancement, risk safeguarding, and financial navigation, we bring the proficiency of our professionals to you, virtually.

Risk Mitigation

Minimizing Risks and Safeguarding Your Future

As your successes increase, it becomes crucial to mitigate risks and protect your downside exposure. Our team of risk mitigation experts matches clients' needs with the best available products and strategies in the marketplace. We focus on strategically and cost-effectively safeguarding your assets and minimizing potential risks through tools such as life insurance, property and casualty insurance, and captive insurance companies.

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Risk Management

Navigating the Financial Landscape with Confidence and Security

In today's complex financial landscape, managing risks is essential for achieving your financial goals. Our risk management experts are dedicated to identifying, evaluating, and implementing strategies to manage these risks effectively. By understanding your risk tolerance and aligning it with your goals, we ensure that your financial journey is safe and secure.

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Wealth Management

Building, Protecting, and Maximizing Your Wealth

Effective wealth management requires a united team of professionals working together across multiple financial service industries. Our comprehensive approach incorporates financial advisors, accountants, attorneys, insurance agents, and countless niche experts. We aim to grow, protect, utilize, and disseminate your wealth through a holistic wealth management strategy.

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Advanced Tax Planning

Strategically Optimizing Your Tax Situation for Maximum Savings

True tax planning goes beyond preparing tax returns. Our team of top-notch professionals delves into the intricacies of the IRS tax code to find every legal deduction and loophole available. We strive to minimize your income taxes, estate taxes, and capital gains taxes through proactive tax planning. Our goal is to help you optimize your tax situation and implement legitimate tax strategies that can save you significant amounts of money.

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Driving Success Together

Unveiling Our Value Proposition

Our value proposition is to be your proactive planning partner. We start with discovery and diagnostic processes, clarifying goals and vision. We build proactive plans and offer access to virtual expertise. Our focus is on taking action and implementing solutions. Sustained through regular meetings, we ensure progress and adapt to your evolving needs.

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Starts With

Discovery and Diagnostic


Goals, Direction, and Vision

Work to Build

Proactive Plans

Access to Wider

Virtual Expertise

Desire to Take

Action and Implement Solutions

Sustained Through

Regular Meetings


Uncover potential needs and establish priorities through CIQ Diagnostic.


Engage Virtual Family Office for expertise beyond the proactive planning team, if required.

Deeper Dive

Conduct a more in-depth diagnostic, if necessary, to gain further clarity on identified needs.


Present options and potential solutions to the client for informed decision-making.


Put the client in control at all times during the solution implementation phase.
Mapping Your Path to Success

The Proactive Planning Framework

Our proactive planning process follows a systematic approach in five steps. We begin with a diagnostic phase to identify needs and establish priorities. Expertise from our Virtual Family Office is available if required. A deeper dive may be conducted for further clarity. We then educate clients with options and solutions. Throughout the implementation phase, we prioritize client control and satisfaction.

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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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