"Wealth is the ability to fully experience life” – Henry David Thoreau

Relationships are the Cornerstone of What We Do

We build relationships focused on your best interest using tailored planning and investment advice to help you aim toward your personal and financial goals.


Peace Of Mind Checklist

Peace Of Mind Checklist

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.

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Signature Investment Strategy

Signature Investment Strategy

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. 

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Your Personal Wealth Plan

Your Personal Wealth Plan

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.

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Serving Our Community

Serving Our Community

We care about the charities you care about. Each year we donate to nominated charities to give back in ways that matter to you.

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Putting Your Needs First: the Fiduciary Standard

Putting Your Needs First: the Fiduciary Standard

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.

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Financial Advice Shouldn't Be Complicated

Financial Advice Shouldn't Be Complicated

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.


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Meet Our Experienced Advisors

Thomas Stefaniak

President & Wealth Advisor

303.806.0988

303.806.0982

tom@pinnaclewm.com

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...

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Gail Hansen

Wealth Advisor

303.806.0988

303.806.0982

gail@pinnaclewm.com

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...

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