Pinnacle Wealth Management

Pinnacle Wealth Managements mission is to provide unparalleled service offering pertinent targeted advice to individuals and businesses in order to assist clients in achieving their financial goals. We are uniquely positioned to assist in the development of strategies and make appropriate recommendations for you, your family and your business throu... ghout the different phases of life. As Financial Advisers we strive to understand the goals, needs and aspirations of our clients and develop personalized, not predetermined, strategies. Our interdisciplinary team of specialists, Certified Public Accountants, Attorneys, and Insurance Professionals is unique. Our belief that utilizing the diverse skills of our team provides a broad perspective in choosing investment, insurance, legal and tax strategies to provide the peace of mind clients want in knowing that many viewpoints have been considered in developing financial strategies. Additionally, access to affiliate or associated legal and accounting firms allows us to help to implement the supporting services many clients need in order to streamline and simplify their lives. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA / SIPC Headquartered at 80 State Street., Albany, NY 12207.. Investments through PKS or RIA are: NOT FDIC INSURED, NOT BANK GUARANTEED, MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL, NOT INSURED BY ANY STATE OR FEDERAL AGENCY. Purshe Kaplan Sterling Investments and Forum Financial Management, LP are not affiliated companies.Read More