Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.
At Pinnacle Wealth, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Pinnacle Wealth we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Tell us a little more about your investment objectives and level of comfort with risk.
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Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals. Learn more
Our team of professionals will design a plan to evaluate your current financial situation and direct you toward true financial freedom. Learn more
Our professional tax team of CPAs reviews your recent tax returns to identify potential savings. Learn more
Our team of professionals will design a plan to evaluate your current financial situation and direct you toward true financial freedom. Learn more
Our estate planning team is here to help you understand how your assets will be distributed under your current estate plan and existing tax law. Learn more
Your Social Security options vary depending on whether you are married, divorced, widowed, the age difference between spouse, pre-retirement incomes, and reduced or extended longevity. They number of possible options can be quite extensive. Learn more
Pinnacle Wealth’s mission is to inspire our clients to achieve True Wealth through education, communication, and service which exceed their expectations. We offer a comprehensive suite of investment management and financial planning solutions, serving affluent families, business owners, executives and institutions.
Contact one of our financial advisors to request a complimentary consultation.
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Carson Group Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.
Headquartered in Sioux Falls, South Dakota, Pinnacle Wealth is dedicated to providing you with the highest level of service and delivering trust, transparency and accountability. Contact us today and experience the difference.
Pinnacle Wealth’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
The S&P 500 surged 2.6% on the news an agreement had been reached to avoid a government shutdown and increased optimism about trade negotiations. Global stocks participated in the rally. Read more
Join Kevin Engbers in Pinnacle Wealth’s 2019 Forecast Video.
If you’ve watched the headlines at all in the last month, you know the markets aren’t sitting still. From the worst Christmas Eve on record to the Dow’s largest jump ever just a few days later – losses and gains seem to have less pattern every day. Experts are divided on how 2019 will look, but predictable isn’t the word any of them are using. Read more
By Jamie Hopkins
Recently I gave a presentation to a large group, over 300 in attendance. I asked the group, “How many of you own a digital currency?” Only about three or four hands went up. I was shocked. Read more
Over the last decade, fund managers who oversee the pensions of the nation’s teachers, firefighters, police and other government workers have doubled down on an investment strategy that has cost U.S. taxpayers at least $600 billion, possibly more than $1 trillion, investment data and calculations by Yahoo Finance found. Read more
Divorce can be emotionally and financially stressful but with the proper planning, you can get through it with your finances and future intact. Here are some stats to consider when it comes to the financial impact of divorce. Read more
By Kevin Engbers, CFP®, Wealth Advisor
In 31 years as a financial advisor, I’ve witnessed several seasons of heightened market volatility. Real estate mogul Tom Lewis offered the best metaphor I’ve seen for this market behavior: walking up a staircase with a yo-yo. Your eye is immediately drawn to the yo-yo’s small fluctuations when the real movement is the person going up the staircase. Read more
U.S. stocks finished barely positive last week. The S&P 500 inched 0.1% higher on a relatively light week for news. The government shutdown has delayed a number of key statistics about the strength of the U.S. economy and given investors less data then expected to evaluate it. Read more
