Five Essential Documents to Protect Your Wealth
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?
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.
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.
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.
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.
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.
Thomas Stefaniak
President & Wealth Advisor
303.806.0982
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
Wealth Advisor
303.806.0982
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
Wealth Advisor
303.806.0982
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.