Pinnacle Wealth Management, LLC

Pinnacle Wealth Management serves individual and high‑net‑worth clients with discretionary asset management and standalone financial planning and consulting services. The firm reports approximately $211 million in discretionary assets under management and requires a $500,000 minimum for its Asset Management service, offering portfolios composed of stocks, bonds, mutual funds, ETFs, options and, when appropriate, third‑party sub‑advisors.

The firm emphasizes continuous, tailored account supervision with at least annual reviews, employing both fundamental and technical analysis and a mix of long‑ and short‑term strategies, cash equivalents, REITs and other alternative investments; it also offers a short‑term “Cash For Now” strategy to temporarily reduce market exposure. Portfolios may be rebalanced based on client objectives and the firm may integrate outside money managers and separately managed accounts as part of its advisory work.

Pinnacle’s brochure discloses several relationships that distinguish it from many peers: it is expanding its physical presence (recently leasing an additional office), its supervised persons are registered representatives of Purshe Kaplan Sterling Investments and are licensed insurance agents/brokers (and may accept commissions), and it describes receipt of Schwab institutional services and product‑sponsor support for client events. The firm also makes performance information available in its marketing materials and includes a “Past Performance” discussion in the brochure that cautions clients about the limits of relying on historical results.