A complete list of active advisors currently associated with Pinnacle Strategic Wealth Management, LLC

Warmer can help you find a great advisor at Pinnacle Strategic Wealth Management, LLC or one who fits your needs even better.

Pinnacle Strategic Wealth Management provides wealth management and financial planning primarily to high net worth individuals, while also offering planning services to the mass affluent and business clients. The brochure describes wealth management as focused on high net worth clients and does not emphasize services for non–high-net-worth retail individuals. The firm applies Modern Portfolio Theory and structured asset-allocation strategies, assigning accounts to risk‑tolerance categories, rebalancing portfolios quarterly, and updating asset mixes annually as goals change. PSWM generally operates with discretionary trading authority, uses block trading and order aggregation to execute trades, and does not accept proxy‑voting authority on client securities. What is distinctive is the firm’s small advisory team managing a relatively large client base—over 500 client relationships across two advisors—resulting in a high client count per advisor that is uncommon among peers. The advisers are also licensed insurance agents who provide insurance solutions on an as‑needed basis (limiting those services to a few hours per week) and may receive compensation for insurance work, a business activity that fewer similar firms report.

To learn more about the advisors currently working at Pinnacle Strategic Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.