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

November 10, 2021 - December 8, 2021

8:30a - 5:00p

Pinnacle Wealth Management

Toys for Tots

We are collecting Toys for Tots again this year. We have put the collection box in our office lobby and we will be collecting new, unwrapped toys now through December 8. You can also use the virtual toy box to donate online

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

December 1, 2021

6:30p - 8:00p

Zoom Magic Show

Pinnacle Wealth Management Presents Shawn Preston Magic

This year we want to celebrate you, our clients, by presenting an all ages Magic show to thrill and entertain you and to say thank you for being our clients for another year. 

November 22 - November 30, 2021

1:00p - 4:00p

Pinnacle Wealth Management Overflow Parking Lot

Pie In the Sky with Project Angel Heart

It has been our sincere pleasure to work with you this year, and we want you to know how much we appreciate and value your business. To say thank you, we’d like to give you a freshly baked pie to enjoy at your Thanksgiving! This event is for clients of Pinnacle Wealth Management.

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?

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!

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