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

December 7, 2022

6:00p - 10:30p

Town Hall Arts Center

Pinnacle Wealth Management Presents Newsies at Town Hall Arts Center

Save the Date for our Annual Client Appreciation Event...

January 5, 2023

12:00p - 4:00p

Pinnacle Wealth Management Overflow Parking Lot


Pinnacle Wealth Management is Hosting a Blood Drive!

We are working with Vitalant to host a blood drive at our office as a part of Pinnacle Gives. The event will take place Thursday January 5, 2023. 

Past Events

November 22, 2022

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 24, 2022

12:00p - 12:30p


Lunch & Learn on Zoom | Live Your Values: Making a Difference

Do you want to make a difference in the lives of others? Making a difference in the community is a core value of Pinnacle Wealth Management and that is why we started Pinnacle Gives in 2016. Want to learn more about the impact that Pinnacle Gives has made on our staff and our community?

September 17, 2022

11:00a - 1:00p

Comedy Works South

Protect Yourself From Identity Theft

Join Pinnacle Wealth Management and Hazel Heckers of the Colorado Bureau of Investigation for an informative talk about cybersecurity...

August 23, 2022

12:00p - 12:30p


Lunch & Learn on Zoom | Live Your Values: Trustworthiness

Join us for an interactive webinar discussing the importance of Trustworthiness and learn how BRAVING can aid in your relationships...

August 18, 2022

6:00p - 8:00p

Tattered Cover Bookstore

An Evening with Author Mary Helen Stefaniak

Please join us for a reading and book signing with author Mary Helen Stefaniak (Tom's sister-in-law) at the Tattered Cover Bookstore...

June 18, 2022

7:30a - 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.

Event Registration