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


Education: Bachelor of Science in Family & Consumer Science from Carson Newman University



Education:
Associate of Arts, General Studies – Eastern Florida State College

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.
Get In TouchInvest 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.