Investments, taxes, insurance, estate planning—the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers.
We are in the business of helping our clients address all their financial challenges. We do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.
Please visit our website to get a feel of who we are, as well as how we can help you pursue your financial goals.
Our approach can help you invest conservatively, reduce your exposure to taxes and meet your insurance needs, and it provides a plan to successfully transfer your wealth to your children and grandchildren.
Among our financial offerings are:
• Managed asset plans - for professional fee-based portfolio management through LPL Financial Tax-advantaged investing - to reduce your tax liability and let more of your money work for you
• Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed
• Annual portfolio review - to review your current holdings and help you make any necessary changes or adjustments
• Mutual funds - Strategic Asset Management (SAM) - providing you with fee-based asset management through LPL Financial, a Registered Investment Adviser.
• Access to mutual funds, as well as individual stocks and bonds.
If this method of addressing your financial needs sounds appealing, we invite you to spend some time exploring this site. We also welcome the opportunity to hear from you. If you have questions about your financial situation, please do not hesitate to call or email us.
Pinnacle Wealth Management Group:
• Kevin Engbers, CFP® • Brian Smit
Stocks - Enter a ticker symbol of the stock for which you wish to retrieve a quote. Here you have access to a TipSheet containing the following comprehensive company information:
• Pricing and performance • Business overview • Company performance • Current investment ratings • First call consensus estimate • Pricing momentum • Short interest • Key measures • Company snapshot
Thank you for your interest in Pinnacle Wealth Management Group and we hope to be of service to you in the near future.
Securities, asset management, and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
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