Videos

Back 2 the Basics

Kevin Engbers, CFP®, Founder, Wealth Advisor revisits the basic financial lessons that are important to remember, but easy to forget when they aren’t always top of mind. Are you further behind than you’d like to be in terms of accumulating savings or paying down debt? Do you simply want to …
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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 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 how to access your CX Dashboard using your …

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 …

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.
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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