There are a lot of factors that play into when to claim Social Security benefits. How long should you wait? How is your health? What other retirement income do you have? What are the tax consequences?
3 Methods to Not Run Out of Money
What's the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.Download Now
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Let’s Talk About Midterm Elections and Your Investments
This week was midterm elections and we’ve had many questions about what it all could mean, which we’ll tackle in today’s blog. We consider it a great honor to vote, and while we may not know the final results of the election for days (or even months), what we do know is the election will …
Considering Tax Loss Harvesting? What You Need to Know First
Kevin Oleszewski, CFP® Senior Wealth Planner As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting.
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“Failing to prepare is preparing to fail.” Optimize your probability for success by creating a process to organize and update your personal financial information.
Who We Are
Our planning expertise will pave your personal “Yellow brick road” to financial success.
Life In A Box
While there is nothing simple about adulthood, comprehensive financial planning can simplify much of the stress that consumes us.
Meet the Team: Dean Bertsch
With over 50 years of experience in the financial world, Dean Bertsch, has built his career and relationships on thoughtful listening and principled wisdom.
Accessing Your Client CX Dashboard Using Your Gmail
Pinnacle Wealth utilizes cutting edge technology to provide you with online access to your financial account information. You have the ability to log in to our client portal and view your activity for the accounts held at Cetera Advisors Networks and TD Ameritrade in one location. This vide …
Accessing Your Client CX Dashboard Using Your Email (Non-Gmail Version)
Pinnacle Wealth utilizes technology to provide you with online access to your financial account information. You have the ability to log in to our client portal and view your activity for the accounts held at Cetera Advisors Networks and TD Ameritrade in one location. This video explains ho …
Behind the Name: Pinnacle Wealth
As a comprehensive wealth management firm in Sioux Falls, South Dakota, people often associate our name with a focus on those who have arrived at their financial peak. But the pinnacle of wealth is so much more than assets and liabilities on a balance sheet. The size of the number in your a …
Meet the Team: Ryan Ovenden
Meet Pinnacle’s Greenest Wealth Advisor, Ryan Ovenden! (Green as in ecological, that is…) Ryan joined our team after merging his financial counseling practice with Pinnacle in 2020.