A Different Kind of Firm
Relationships, communication, and client engagement are key to all that we do at Pinnacle Wealth Management.
Having certain legal documents and arrangements in place will help ensure that your property is distributed according to your wishes. What essential documents should you have in place to protect your wealth?
We build relationships focused on your best interest using tailored planning and investment advice to help you aim toward your personal and financial goals.
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 a Certified Financial Planner (CFP®) and the Co-Founder and President of Pinnacle Wealth Management, a boutique firm in Denver, CO. He built Pinnacle Wealth to be a firm that values relationships above all.
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...
Brad Meyer came to the Pinnacle Wealth Management Team in the fall of 2019. Brad passed the Certified Financial Planner exam in the fall of 2020 and he is working toward the final steps in becoming a Certified Financial Planner.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.