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

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

Pinnacle Wealth Management, Inc. serves individual investors (including high-net-worth clients), pension and profit-sharing plans, 401(k) plans, charitable organizations, and corporate entities, managing roughly $118 million in discretionary assets for about 271 clients. The firm offers portfolio management, multi-level financial planning (Bronze/Silver/Gold/Platinum), stand‑alone advisory consulting, pension consulting, selection of other advisers, and participant education and 401(k) management services. The firm provides both discretionary and non‑discretionary portfolio management with customized and model portfolios that are monitored and rebalanced on an ongoing basis, and it may combine related accounts for fee breakpoints. Financial planning is delivered in tiered packages that range from a Bronze level included with portfolio management to Platinum services that include tax planning components such as a tax blueprint and Roth conversion analysis. Distinctive features noted in the brochure include sponsoring and acting as portfolio manager to a wrap‑fee program that uses custodians and execution platforms such as FOLIOfn Institutional, Fidelity, Charles Schwab, SEI and E*Trade (with Kingdom Trust used for certain non‑traded alternatives). The firm also offers adult education retirement classes (two- or three‑session formats) and discloses affiliations with a licensed CPA who may provide tax‑preparation services and a mortgage loan officer relationship — arrangements the brochure identifies as potential conflicts of interest.

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