Kee Huchok Wealth Management LLC

Kee Huchok Wealth Management LLC acts as a co-advisor with Pinnacle Advisors and provides a suite of services including wealth management programs, standalone financial planning, trust wealth management, retirement-plan consulting, asset tracking and independent manager selection. Its disclosed client types include pension and profit-sharing plans, trusts, charitable foundations and corporate clients; the firm itself does not perform day-to-day investment management and relies on Pinnacle or unaffiliated independent managers to execute and manage assets.

The firm packages financial planning with investment advisory through tiered formal programs (Compass, Ascent, Core, Enhanced, Family Office) and trust-specific programs, using account-level models, household allocation/rebalancing, asset location and tax-loss harvesting where implemented by the manager of record. Kee Huchok’s role focuses on planning, manager selection, client meetings and ongoing monitoring, while discretionary authority and custody reside with Pinnacle, independent managers or custodians; the firm also offers ERISA-aligned retirement-plan consulting on a non-discretionary fiduciary basis and can provide Section 3(38) manager services if contracted.

Distinctive aspects relative to peers include the firm’s close operating ties to accounting professionals—its owners are employed by a CPA firm—and an explicit emphasis on pension/retirement-plan consulting and trustee-oriented trust programs, services that are less common among firms in this category. The firm also commonly engages third-party independent managers and provides asset-tracking and trust administration support, and it receives a portion of advisory and planning compensation from its co-adviser for initiating and servicing client relationships.