Pinnacle Strategic Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pinnacle Strategic Wealth Management provides discretionary wealth management to high‑net‑worth individuals and financial planning services geared to the mass‑affluent, and it also works with business clients. Services include portfolio management built around asset allocation and written financial plans, and its adviser representatives are licensed to offer life, disability and long‑term care insurance when appropriate.
The firm uses Modern Portfolio Theory to set client risk‑tolerance categories and target allocations, rebalances portfolios quarterly, and reviews asset mixes annually or as client circumstances change. PSWM typically manages accounts on a discretionary basis, recommends Charles Schwab as custodian and delivers regular statements and periodic in‑person reviews while clients retain proxy‑voting responsibility.
PSWM’s scale and staffing profile is notable: it reports roughly $158 million in discretionary AUM and a client base of about 500, implying roughly 250 clients per advisor — a client load that is well above the norm for supported firms. Also atypical for peers, both of the firm’s advisory representatives maintain insurance agent licenses and provide insurance solutions on a limited, compensated basis, creating an additional service channel alongside its fee‑based advisory work.
Client services
Expertise
Fee options
Typically ranges from $500 - $5,000 depending on client's circumstances
$0 - $1,000,000: 2.00% $1,000,000 - $3,000,000: 1.00% $3,000,000+: 0.75%
$150 - $500 per hour depending on client's circumstances
Main office
630 Freedom Business Center, Third Floor
King of Prussia PA 19406
Advisors at this office
2
Most active in
Pennsylvania
Also doing business as
Pinnacle Financial Group · Pinnacle Strategic Wealth Management, LLC.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Thomas M
Series 66
King of Prussia, PA
Pinnacle Strategic Wealth Management, LLC
Thomas Marchozzi is a financial advisor at Pinnacle Strategic Wealth Management, LLC in King of Prussia, PA, with 20 years of industry experience. He holds a Series 66 designation and has been with Pinnacle Strategic Wealth Management since 2011. In addition to his advisory role, he is involved in offering fixed insurance products, including life, disability, annuities, and long-term care. Pinnacle Strategic Wealth Management provides discretionary wealth management and financial planning services to high-net-worth individuals, mass-affluent clients, and business clients. The firm employs Modern Portfolio Theory for portfolio construction and manages accounts primarily on a discretionary basis, while also offering insurance solutions through licensed representatives.
Michael S
CFP®, Series 66
King of Prussia, PA
Pinnacle Strategic Wealth Management, LLC
Michael Schimek is a CFP® professional at Pinnacle Strategic Wealth Management, LLC with 21 years of industry experience. He has worked at Pinnacle since 2011 and previously held roles at Simon Capital Management, Cetera Wealth Services, LLC, and Ameriprise. Schimek is also licensed to offer fixed insurance products including life, disability, annuities, and long-term care insurance. Pinnacle Strategic Wealth Management provides discretionary wealth management and financial planning services to high-net-worth individuals, mass-affluent clients, and businesses. The firm applies Modern Portfolio Theory to portfolio management and combines fee-based advisory services with insurance solutions delivered by licensed advisors.
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