Our Approach

We are dedicated to providing investment management and strategic wealth planning to the Greater Greenville area and beyond. Simply put, we strive to be our client’s trusted advisor. As a financial services firm, our primary focus is to provide independent opinions that seek to achieve long term investment results.

About Us

As a full-service financial consulting firm, we offer clients an assortment of quality, non-proprietary investment choices.

The Pinnacle Wealth Management Team uses their education, professional training and extensive experience to create a one of a kind client experience for each client. We work hard as a team to help you identify and implement your financial goals.

Our Process

A transparent, effective planning process is based on two key aspects of financial planning.

Our team works diligently with you to execute a financial planning process that is based on two key components of financial planning: asset management and access to funds when needed. A plan must consider the need for liquidity when applicable. A solid plan also considers key stages of life.

Contact Us

Our investment advisors would be happy to answer any questions you have about your financial situation.