Garden City, KS Office

Pinion Wealth Management is an SEC-registered advisory firm that provides personalized investment management, financial planning, retirement-plan consulting, and consultations for individuals (including high‑net‑worth clients), trusts, estates and retirement plan sponsors. The firm offers ongoing portfolio management, prepares written investment policy statements, and refers clients to third‑party money managers and sub‑advisers when appropriate.

PWM describes itself as a generalist investor that employs fundamental, technical, charting and cyclical analysis and implements client strategies through discretionary and non‑discretionary mandates, model portfolios, and third‑party platforms. The firm uses institutional strategists and the AssetMark/Schwab platforms to implement and, where directed, automatically rebalance model allocations, and it monitors accounts on an ongoing basis consistent with client objectives.

Compared with many peers, PWM has a number of affiliated businesses and program relationships it discloses and manages through its compliance program: a limited‑use broker‑dealer under common ownership (KCOE Capital Advisors), ownership links to Pinion, LLC and KCoe Isom LLP that provide accounting and pension‑consulting capabilities, and relationships with sub‑advisers such as GoalVest (including access to affiliated private investment funds and related incentive fees and occasional IPO allocations). The firm also sponsors the Pinion Wealth Management program on the AssetMark platform and receives custodial and platform support benefits (e.g., discounts and expense reimbursements), all of which the brochure identifies as potential conflicts that PWM monitors and discloses to clients.