A STRONG FOUNDATION
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 More
The needs of our clients
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.Get In Touch
Say hello to your team
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.
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.Get In Touch