Investing in Knowledge, Service, Appreciation, and Fun!

Educational Workshops: Want to know more about Social Security, Estate Planning, protecting your Identity, and a variety of other important topics? We bring in expert speakers to educate our clients, their friends, and family.

Service Events: Have documents you need to shred, want some help planning your next vacation, wish you knew more about technology and social media? We host events that add value as an extra service to our clients, their friends, and family.

Appreciation Events: We are thankful to have some of the best clients around. We host events such as new client referral dinners, movie nights, and theater events as a way to say thanks for being our clients. As always, friends and family are welcome to attend.

Good Old Fashioned Fun: To nurture a good relationship, it is important to take a break every once in a while to have a little fun. That is why we like to let loose and have events strictly aimed at entertainment. We hold an annual Golf Classic which is lots of fun for golfers of all abilities. We host beauty and crafting events like Sipping and Painting, Fashion shows, Mani/Pedi days, and Scrapbooking Crops. We also have family friendly events such as Bowling or TopGolf and enjoy the relaxed atmosphere with our clients, their friends and family. 

When registering for events please put the total number of guests attending in your party and list the name of each guest who will be attending with you. Thank you.

Upcoming Events

October 26, 2021

12:00p - 12:30p



Lunch & Learn on Zoom | What's Next: End of Year Tax Planning

Are you ready for the end of 2021? What tax strategies do you need to take advantage of before the end of the year?

December 1, 2021

7:00p - 10:00p

Town Hall Arts Center

Save the Date | Holiday Play at Town Hall Arts Center

Save the date for our annual Holiday Play at Town Hall Arts Center. This year’s play is Plaid Tidings!

December 14, 2021

12:00p - 12:30p



Lunch & Learn on Zoom | What's Next: 2021 Year in Review

Are you ready for the end of 2021? We started the year asking "What's Next?"  and now that 2021 is coming to a close, we want to take a moment to look back.

Past Events

July 19, 2021

12:00p - 12:30p


Lunch & Learn on Zoom | What's Next: Are You Ready to Retire?

How do you know if you are really ready to retire? Retirement can have many meanings for many people. Join us for this interactive webinar to learn if you might be Ready to Retire.

June 26, 2021

9:00a - 12:00p

Pinnacle Wealth Management Office (Chase Bank Building)


Buried Under Paper!? Time to SHRED it!!! We will have a shredding truck in the parking lot of our building where you can watch as your documents are shredded right before your eyes. Have friends, family, or neighbors who need shredding too? Bring them!

June 12, 2021

7:00a - 12:00p

Fox Hollow Golf Course

Pinnacle Wealth Management Golf Classic

It is always fun to get out in the warm Colorado sun and enjoy a day of golf with clients and friends. Contact Alison to RSVP

April 21, 2021

7:00p - 8:00p


Movie Trivia Night with Entertainment Journalist Grae Drake

Come join us for a night of Movie fun! We will play a Movie Trivia game hosted by Entertainment Journalist Grae Drake.

Event Registration