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Define what's important to you. Start here. Make a plan. Enjoy life.

Our Why

Founding Principle:
To help people confidently enjoy life.

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.

True Wealth Podcast

Upcoming Events

Our special events allow us to provide you information about relevant topics and give us an opportunity to get to know you, you challenges and your goals.


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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

Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.


Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Managing Your Lifestyle

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

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

5 Smart Investing Strategies

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Emerging Market Opportunities

What are your options for investing in emerging markets?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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