Nik Aamlid, CFP®, CAP®, Wealth Advisor, shares the biggest financial mistake he’s seen people make and how to avoid it for yourself. Regardless of where you’re at in your personal financial planning journey, our team can help. The Pinnacle Wealth team is driven by service and a desir …
With over 50 years of experience in the financial world, Dean Bertsch, has built his career and relationships on thoughtful listening and principled wisdom.
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 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.
Wealth Advisor, Nik Aamlid, takes 6 minutes to unpack the common question: “How do I balance my 401K (or 403B) contributions with IRA contributions?” There’s a unique answer for each situation, but there are also some common strategies to be aware of. If you would like us to explore your pe …
