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

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!

Past Events

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

May 19, 2021

12:00p - 12:30p


Lunch & Learn on Zoom | What's Next for Social Security

Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really know? Come to this interactive Lunch & Learn to get your questions answered.

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.

March 18, 2021

12:00p - 12:30p


Lunch & Learn on Zoom | What's Next for My 401(k)

Join us for an interactive and informative Zoom Lunch & Learn. You have been a good saver and have faithfully contributed to your 401(k) for years. Now you are wondering if you are taking the right steps to ensure that your 401(k) will be sufficient to meet your future needs. You might be asking yourself "What's Next?" if...

February 18, 2021

6:30p - 7:30p


Virtual Bingo Night

Let's all have a little fun while enjoying a game a virtual Bingo. Hope to see you there!

January 27, 2021

6:00p - 7:00p


2021 Referral Wine Tasting

Every year we welcome new clients to the Pinnacle family and thank those who referred them to us by hosting a dinner. It is always a favorite among clients and staff. This year we will host a virtual wine tasting. We are thrilled to be able to offer this much-loved event in a new way!

Event Registration