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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

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.

The Good Ship IPO

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.


Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Money Draining Food Myths

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

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

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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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Your Cash Flow Statement

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

An Inside Look at Retirement Living

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

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

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.

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.


You’ve made investments your whole life. Work with us to help make the most of them.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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