No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.Read more

Advice in Common Language

Straightforward Fees

FORBES TOP-RANKED TEAM



People deserve to understand what’s happening with their money.
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.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
How to get started.

1. Schedule an appointment

2. Meet with us for a custom listening session

3. Get your personalized strategy
Talk with an Advisor.
The path to pursuing true wealth starts with meeting your Pinnacle Wealth advisor. Please get the conversation started by providing your information, and we’ll reach out as soon as possible!
Our financial planning services are built on trust, transparency and accountability.
Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
Portfolio Management
Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals. Learn more
Risk Management
Our team of professionals will design a plan to evaluate your current financial situation and direct you toward true financial freedom. Learn more
Tax Planning
Our professional tax team of CPAs reviews your recent tax returns to identify potential savings. Learn more

Financial Planning
Our team of professionals will design a plan to evaluate your current financial situation and direct you toward true financial freedom. Learn more
Estate Planning
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
Social Security
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
Personalized Investment Management
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.
Investment Management
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
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.
Our Locations
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.
Insights
Pinnacle Wealth’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
Blog post
Weekly Market Commentary
- Weekly Market Commentary – December 2, 2019
Trade negotiators remained primarily responsible for the market yo-yoing up and down in a tight range. Last week, the U.S. and China both shared positive comments about the status of negotiations toward a “Phase One” deal. Asian economies are more tightly tied to trade than other regions, and economic data from the region remains weak.Read more