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 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 continued its strong June performance and reached a new high Thursday, before inching lower on Friday. The openness of the Federal Reserve to cutting rates at its next meeting, along with renewed optimism on trade, shot markets higher. The S&P 500 climbed 2.2% for the week. The MSCI ACWI gained 2.4% as international markets performed well. The Bloomberg BarCap Aggregate Bond Index rose 0.4% as bond prices typically increase when yields fall. Read more
The number of Americans prepared to meet their basic expenses in retirement has drastically declined in the last 20 years, according to research published by Boston College. Read more
By Jamie Hopkins
Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s – your financial focus and planning in each decade should follow suit. I’ve highlighted three financial tactics to focus on in each decade of your life starting with your 20s.
Each decade is riddled with its own risks and problems so it’s important to know what to expect. Which decade can you afford to take more risk? Which decade should you really start to plan for retirement? Which decade should you focus on managing debt? Read more
Summer arrives – bees, picnics, nostalgia and the chaotic sound of kids everywhere. It’s enough to bring back memories of sweating behind a lawnmower or scrubbing grandpa’s car to get a few precious dollars to spend at the mall or the movies. Read more
Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming. Contact us to speak with a financial advisor. Read more
By Erin Wood
Having to buy a car is like having a sliver stuck under my fingernail. It’s painful and annoying, I know I have to deal with it, but it’s going to take forever. Might as well pack a lunch too, because the second you decide you want to test drive something they have you trapped. Read more
The S&P 500 followed up the previous week’s strong gains with an increase of 0.5% last week. Decent economic data was encouraging but not strong enough to change expectations for much-desired interest rate cuts this year. The global MSCI ACWI climbed 0.3%. Heightened risks loom in the global market from tanker attacks and Hong Kong protests. The Bloomberg BarCap Aggregate Bond Index was unchanged as expectations for economic growth remained subdued. Read more
