Pinnacle Strategic Wealth Management, LLC

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Client assets under management

$146,485,000

Clients

501

100% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

251

Very High

Average account size

$292,385

About

Pinnacle Strategic Wealth Management provides wealth management and financial planning primarily to high net worth individuals, while also offering planning services to the mass affluent and business clients. The brochure describes wealth management as focused on high net worth clients and does not emphasize services for non–high-net-worth retail individuals.

The firm applies Modern Portfolio Theory and structured asset-allocation strategies, assigning accounts to risk‑tolerance categories, rebalancing portfolios quarterly, and updating asset mixes annually as goals change. PSWM generally operates with discretionary trading authority, uses block trading and order aggregation to execute trades, and does not accept proxy‑voting authority on client securities.

What is distinctive is the firm’s small advisory team managing a relatively large client base—over 500 client relationships across two advisors—resulting in a high client count per advisor that is uncommon among peers. The advisers are also licensed insurance agents who provide insurance solutions on an as‑needed basis (limiting those services to a few hours per week) and may receive compensation for insurance work, a business activity that fewer similar firms report.

Client services

Financial planning Portfolio management

Expertise

Wealth management Active portfolio management General retirement planning General tax planning General estate planning guidance

Fee options

Fixed

Financial planning services charged as fixed fees typically ranging from $500 to $5,000 depending on complexity.

Percentage

$0 - $1,000,000: 2.00% $1,000,001 - $3,000,000: 1.00% $3,000,001+: 0.75%

Project-based

Financial planning services charged hourly from $150 to $500 per hour depending on client circumstances.

Other

Fee-only: Financial planning fees charged as fixed fees typically ranging from $500 to $5,000, or hourly fees ranging from $150 to $500 per hour.

Main office location

Pinnacle Strategic Wealth Management, LLC

630 Freedom Business Center, Third Floor

King Of Prussia PA 19406, United States

Number of offices

Most active in

Pennsylvania

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

267-221-6305

Advisors at this firm

Thomas M

Series 66

King Of Prussia, PA

Pinnacle Strategic Wealth Management, LLC

Thomas Marchozzi is a financial advisor at Pinnacle Strategic Wealth Management, LLC with 20 years of industry experience. He holds a Series 66 designation and has been with Pinnacle Strategic Wealth Management since 2011. In addition to his advisory role, he is involved in providing fixed insurance products including life, disability, annuities, and long-term care insurance. Pinnacle Strategic Wealth Management serves primarily high net worth individuals, applying Modern Portfolio Theory and structured asset-allocation strategies. The firm manages over 500 client relationships with a small advisory team and integrates insurance solutions on a limited basis as part of its services.

Wealth management Active portfolio management General retirement planning General tax planning General estate planning guidance

Michael S

CFP®, Series 66

King Of Prussia, PA

Pinnacle Strategic Wealth Management, LLC

Michael Schimek is a CFP® with 21 years of industry experience, currently serving as an advisor at Pinnacle Strategic Wealth Management, LLC since 2011. He holds a Series 66 license and is based in King of Prussia, PA. In addition to his advisory role, he is involved in offering fixed insurance products including life, disability, annuities, and long-term care. Pinnacle Strategic Wealth Management primarily serves high net worth individuals, applying Modern Portfolio Theory and structured asset-allocation strategies with a focus on risk tolerance and portfolio rebalancing. The firm manages a large client base with a small advisory team and integrates insurance solutions as part of its offerings.

Wealth management Active portfolio management General retirement planning General tax planning General estate planning guidance

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