A complete list of active advisors currently associated with Pinnacle Wealth Management Group, Inc.

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

Pinnacle Wealth Management Group, Inc. provides personalized investment management and financial planning to individuals, high‑net‑worth clients, and business entities, managing roughly $243 million in discretionary assets through a four‑advisor team. Its services include ongoing portfolio management (typically discretionary), financial planning, an asset‑monitoring service, and a higher‑touch Platinum family office program. The firm builds client portfolios around strategic asset allocation with tactical adjustments, offering model strategies labeled Conservative, Balanced, Growth, and Income as well as customized portfolios and the ability for clients to impose written investment restrictions. Accounts are generally managed on a discretionary basis with regular reviews, custodial arrangements that permit fee deduction, and participation in a wrap‑fee program administered alongside custodial and trading services. Pinnacle’s structure includes several operational features that are less common among peer teams: its associates are registered representatives of a broker‑dealer (Private Client Services) and may sell securities or insurance for separate commissions, and the Platinum program coordinates estate and tax planning with outside attorneys and accountants whose fees the firm pays directly. The firm also notes the owner’s CPA credential and discloses potential conflicts tied to third‑party compensation, which together shape its advisory and client‑service model.

To learn more about the advisors currently working at Pinnacle Wealth Management Group, Inc., 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.