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 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.

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.