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Founding Principle:
To help people confidently enjoy life.

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To Be the most trusted financial resource for regular people.


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Make better financial and lifestyle decisions with relevant and timely information.


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WELCOME TO PINNACLE WEALTH MANAGEMENT.

At Pinnacle Wealth Management, in Sioux Falls, SD we do wealth advising differently. This is important in an industry that is becoming commoditized. Financial Planners, Advisors, and the firms they represent all seem to sound alike leaving you to compare service list and fees. We believe your financial plan should have your life goals at its central focus. We are committed to your financial success, but are more concerned with how that success allows you to pursue what is important to you. Together, we implement a customized strategy rooted in your hopes and your dreams so you can find the ideal balance between living for today and preparing for tomorrow.

Everything we do, we believe should help people confidently enjoy life.

Helpful Content

To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Your Personal Recovery

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

 

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

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Pinnacle Wealth Management, Financial Planning Consultants, Sioux Falls, SD