When looking for a financial advisor, what criteria do you look for?
At Pinnacle Wealth, we believe that working in tandem with our clients is superior. After all, the path to finding freedom is a journey and every individual comes to us with different goals, destinations, and obstacles they’re facing.
With that being true, we take a people-focused approach in favor of a money-focused approach, knowing that caring for the individual serves utmost importance.
In the financial advisor world, we often times witness two types of relationships:
- Those who push the advisor out front.
- Those who push themselves out front.
We opt for neither.
We prefer partnership, walking step-by-step together toward a shared vision.
Where we’re different at Pinnacle Wealth is that we put focused effort into determining the plan, the goals, and share in accountability to best serve our relationships.
Let’s define your destination and give your wealth purpose.
More from Nik Aamlid CAP®, Wealth Advisor, in the video above!
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Contact us for a complimentary consultation: https://www.pinnaclewealth.com/#contact
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COMPLEMENTARY RESOURCES:
Take our retirement ready quiz: https://www.pinnaclewealth.com/retirement-planning-quiz/
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ROTH IRA vs. Traditional IRA quiz: https://www.pinnaclewealth.com/calculator-roth-ira-traditional-ira
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Pinnacle Wealth is a Sioux Falls, SD based full service wealth management firm focusing on comprehensive financial planning and the utilization of all financial tools at our disposal to work in concert toward pursuing your goals.
But we feel the more important question to ask is “Why do we offer these financial tools?” rather than “What financial tools do we offer?”
We seek to reduce your financial distractions by taking care of the painstaking details, freeing you to relax, live confidently, and enjoy life. Every financial process or strategy we consider or implement should answer your questions, raise your financial awareness or reduce the number of surprises you experience. To succeed we must carefully listen and understand your financial goals, concerns and even fears and provide potential solutions.
