A Different Kind of Firm
Relationships, communication, and client engagement are key to all that we do at Pinnacle Wealth Management.
We build relationships focused on your best interest using tailored planning and investment advice to help you aim toward your personal and financial goals.
If you’re like most of us, your life has been recorded through a series of important legal documents. When major life events occur it can be difficult to find critical items. Organizing those items properly is a very wise use of your time.
We created this Peace of Mind Checklist to be a simple tool for organizing the vital documents of your life.
Click below to download your copy.
We want you to feel more at ease during times of market volatility. Our Surge and Protect Strategy helps to protect capital during market downturns.
As a client of Pinnacle Wealth Management you will have a Personal Wealth plan to help you take an in-depth look at your finances and lifestyle choices.
We care about the charities you care about. Each year we donate to nominated charities to give back in ways that matter to you.
We aim to put you, the client, first. More than 15 years ago we made a decision that we must put the best interest of our clients first. It was a conscious decision for us to become a Registered Investment Advisory firm. As Investment Advisor Representatives, we are constantly monitoring your accounts and your personal financial situation to make every effort to act in your best interest.
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
President & Wealth Advisor
Tom Stefaniak is the Co-Founder and President of Pinnacle Wealth Management. He built Pinnacle Wealth to be a firm that values relationships above all. Tom loves meeting with clients face to face. This allows him to help you aim toward...
Gail Hansen has spent the past 30 years working closely with people in various fields and has immensely enjoyed the opportunity to build numerous relationships. She has served the clients of Pinnacle Wealth Management since 2006. Gail...