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Our Story

Local Roots. National Reach. Unwavering Advocacy.

As a full-service financial consulting firm, we provide clients with a diverse range of high-quality, non-proprietary investment options.

With over 40 years of combined experience in the financial industry, our team was built on a shared passion: to be a locally operated small business with national connections—rooted in the belief that everyone deserves a dedicated Financial Advocate. An advocate who not only creates a plan for your financial future but also walks alongside you through both the expected and unexpected turns life can bring, helping you stay on course toward your long-term goals.

We serve our clients with unwavering commitment, deep expertise, and a focus on keeping the process clear and accessible. Our approach is straightforward: ensure every client understands their plan, feels confident in their decisions, and knows they have a trusted partner to help navigate their unique financial journey, adjusting along the way while keeping eyes on the bigger picture.

Our Services

Strategic Planning . Personal Solutions.

A strategic approach to taxes is fundamental to preserving and growing your wealth. Our team provides comprehensive tax planning designed to minimize your liability and maximize your after-tax returns. We analyze your entire financial picture—from investment income and retirement accounts to estate considerations—to identify opportunities for efficiency. By integrating tax strategies with your broader financial plan, we provide the clarity and confidence you need to keep more of what you earn and pass more on to your legacy.

Estate planning is the cornerstone of a lasting legacy, ensuring your wealth is preserved and transferred according to your wishes, providing peace of mind for you and security for your loved ones. At Pinnacle Wealth Management, we work with you to develop a comprehensive strategy that goes beyond simply preserving capital. We help you navigate the complexities of wills, trusts, and charitable giving to create a powerful testament to your life’s work, minimizing tax burdens and potential familial conflict. Our role is to be your dedicated advocate, walking alongside you to craft a plan that protects your assets and ensures your values and vision endure for generations to come.
Navigating the path to higher education is a significant financial undertaking that demands a clear and strategic plan. At Pinnacle Wealth Management, we help families approach college planning with confidence, transforming a potentially overwhelming process into a manageable and proactive strategy. We work with you to explore a full spectrum of options, from 529 plans and education savings accounts to financial aid guidance and strategic gifting, ensuring every opportunity to fund your child’s future is optimized. Our goal is to create a customized roadmap that not only aims to cover the substantial costs of tuition and expenses but also protects your own long-term financial security, allowing you to invest in your child’s dreams without compromising your retirement goals.
Mutual funds offer a powerful and accessible gateway to diversified investing, allowing you to participate in a professionally managed portfolio of stocks, bonds, and other securities tailored to your specific risk tolerance and financial objectives. At Pinnacle Wealth Management, we leverage our extensive access to a diverse range of high-quality, non-proprietary funds to carefully select options that align with your unique plan. Our team dedicates itself to cutting through the complexity, providing you with clear explanations of fund strategies, fees, and performance to ensure you are a confident and informed investor. We integrate these selections into your broader financial strategy, using them as fundamental building blocks to help you pursue growth, generate income, and steadily advance toward your long-term vision.
Stocks represent ownership shares in publicly traded companies and are a common component of many investment strategies seeking potential growth over the long term. At Pinnacle Wealth Management, we provide access to a diverse selection of individual equities and equity-based investments, focusing on thorough research and due diligence to identify companies that align with various investment philosophies and risk profiles. Our role is to equip you with the information and analysis needed to understand the potential benefits and inherent risks of stock ownership, including market volatility. We integrate these investments into a broader, personalized strategy designed to help you work toward your financial objectives, emphasizing a disciplined approach rather than short-term speculation.
Annuities are financial products designed to provide a stream of income, often used as a tool for retirement planning to address concerns about outliving one’s savings. At Pinnacle Wealth Management, we offer access to a diverse range of annuity options from highly rated carriers, allowing for a customized approach that can include features for guaranteed income, tax deferral, or potential market participation. Our process involves a detailed analysis to help you understand the various structures, costs, and benefits of annuities to determine if they align with your specific income needs and overall financial strategy. We integrate these products thoughtfully within a broader plan, focusing on how they can contribute to long-term financial stability and complement other elements of your portfolio.
Portfolio management is the ongoing process of constructing, monitoring, and adjusting a collection of investments to align with your specific financial goals, time horizon, and tolerance for risk. At Pinnacle Wealth Management, we employ a disciplined and proactive approach, utilizing our extensive access to non-proprietary investment options to build a diversified portfolio tailored to your unique situation. Our team conducts regular reviews and rebalancing to help ensure your investments remain aligned with your objectives, adapting to life changes and evolving market conditions. This continuous oversight is designed to provide a structured framework for pursuing growth, managing risk, and working steadily toward the long-term financial future you envision.
Long-term care insurance is designed to address the potential future need for assistance with daily living activities, helping to protect your assets from the high costs associated with extended care. At Pinnacle Wealth Management, we provide access to a variety of insurance products from highly rated carriers, allowing for a thorough evaluation of options that may include traditional policies, hybrid life/LTC combinations, or other riders. Our process involves a detailed analysis of your specific situation to help you understand the features, benefits, and potential costs of these products and how they might integrate into your broader financial and estate plan. We focus on providing the information needed to make an informed decision about whether long-term care insurance aligns with your strategy for preserving wealth and maintaining financial independence.
Life insurance is a foundational component of a sound financial plan, serving as a protective tool designed to provide a specified death benefit to your chosen beneficiaries upon your passing. At Pinnacle Wealth Management, we offer access to a diverse range of policies from highly rated carriers, allowing for a thorough evaluation of options, including term, whole life, and universal life insurance. Our process involves a detailed analysis to help you understand how a policy can be strategically used for purposes such as income replacement, debt settlement, or estate planning, ensuring it aligns with your specific objectives. We integrate these solutions into your overall strategy, focusing on how life insurance can act as a key element in helping to preserve your wealth and provide security for your loved ones.
Structured products are hybrid investment instruments that typically combine a fixed-income component with a derivative component, designed to provide a return profile linked to the performance of an underlying asset, such as a stock, basket of stocks, or an index. At Pinnacle Wealth Management, we provide access to a diverse range of these non-proprietary instruments, allowing for a detailed analysis of their complex features, potential payouts, and inherent risks, including credit risk of the issuer and market volatility. Our role is to help you understand how these products function and to evaluate if their specific structure aligns with your investment objectives and risk tolerance. We consider their potential role within a broader, diversified portfolio, focusing on how they might be used to pursue defined outcomes or manage exposure to certain market conditions.
IRAs, SEP IRAs, and 401(k) plans are key tax-advantaged vehicles designed for retirement savings, each offering distinct structures, contribution rules, and potential tax benefits. At Pinnacle Wealth Management, we provide access to a comprehensive analysis of these options, helping you evaluate the differences between traditional, Roth, and employer-sponsored plans to determine which align with your income level and long-term objectives. Our process involves strategic guidance on contribution strategies, investment selection within these accounts, and planning for future distributions. We integrate these retirement savings tools into your overall financial plan, focusing on how they can be utilized to systematically build assets for your retirement years.
Our Process

Balancing growth and access-financial planning for every stage of life.

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.

The PWM Team

Your Team of Financial Advocates
Committed to your Financial Journey.

Your Team of Financial Advocates is more than just a title; it’s our commitment to you. We are a dedicated partnership of experienced professionals united by a shared mission: to walk alongside you through every stage of your financial journey. We combine deep expertise with genuine care, serving as your steadfast guides and strategic partners. Our focus is on understanding your unique goals and providing the clarity and confidence needed to navigate toward the future you envision.

Micah Valentine

Senior Wealth Planner
864-406-3324 • Bio

Robert Davis, CPFA®, RFC®

Senior Wealth Planner
864-406-3324 • Bio

Kristy Shick

Office Manager
864-406-3324 • Bio

Brittany Valentine

Director of Marketing
864-406-3324 • Bio

Kenzy Davis

Operations Manager
864-406-3324 • Bio

Strategic Partners

Crystal Epstein

Chief Compliance & Risk Officer
Integrated Financial Group

Our Locations

Our home office location is conveniently located off I-385 and Bridges Road.

A local artist painted a lovely rendering of our building.➡

Although our office is located at 140 Bridges Rd Ste D, Mauldin, SC additionally we serve members of both Spero Financial and CPM Federal Credit Union and offer appointments at any of their branches across the Upstate.

  • Main: 864-406-3324
  • Fax: 864-416-5266

Kenzy Davis

Operations Manager

Kenzy Davis serves as Operations Manager at PWM, applying over 5 years of financial services industry experience to her dual roles as Risk Assessment Specialist and CRM expert. With a degree in Financial Management from Clemson University, she blends her background in service and technology to deliver efficiency, accuracy, and exceptional support.

A native South Carolinian and Greenville resident, Kenzy is engaged and enjoys traveling with her fiancé. Exploring new destinations as well as hidden gems in their hometown. She also cherishes time with friends and family and relaxing lake days.

Brittany Valentine

Director of Marketing

Brittany Valentine is the Director of Marketing at PWM, leveraging more than 16 years of marketing experience to lead the firm’s brand strategy and client engagement. She supports each advisor in developing their niche and creates memorable client experiences. Brittany also oversees the firm’s internship program, providing opportunities to mentor and invest in the next generation of financial advisors.

She and her husband, Micah, have been married for over 23 years and are the proud parents of three remarkable young men. A California native and graduate of Clemson University with a B.S. in Marketing Communications, Brittany enjoys exploring the outdoors, discovering new places, reading, and all things fitness.

Kristy Shick

Office Manager

Kristy Shick is the Office Manager at PWM, contributing 7 years of financial services industry experience to ensure the office runs seamlessly. She manages daily operations and coordinates all scheduling with precision and care. Known for her warm demeanor and professionalism, Kristy plays a pivotal role in keeping both clients and colleagues supported.

Kristy and her husband, Corey, have been married for 29 years and are the proud parents of four children. One of their children has special needs, inspiring their active involvement in the local Special Needs Community, including service with the Greenville CDS. In her free time, Kristy enjoys outdoor adventures and cherishes time with her family.

Robert Davis, CPFA®, RFC®

Senior Wealth Planner

Robbie Davis, RFC®, CPFA serves as a Senior Wealth Planner at PWM, offering 16 years of industry expertise and a depth of professional knowledge to the firm. Holding both the Registered Financial Consultant (RFC®) and Certified Plan Fiduciary Advisor (CPFA) designations, Robert combines professional excellence with a commitment to ongoing development. His approach centers on creating a personalized client experience—aligning each plan with the client’s unique goals and adapting it as life evolves.

Robbie and his wife, Kaye, have been married for 32 years and are the proud parents of three adult children. A native South Carolinian and Clemson University alumnus, Robbie enjoys Clemson football, Greenville Drive games, and time spent with family, often gathered around a board game.

Micah Valentine

Senior Wealth Planner

Micah Valentine is the Founding and Managing Partner of PWM, with more than 16 years of industry experience leading the firm. He is dedicated to helping clients achieve long-term goals through personalized, strategic, and adaptable financial plans. Believing every investor deserves a plan that grows and adjusts with life’s changes, Micah focuses on building enduring relationships that provide steady guidance through every stage of life.

Outside the office, Micah is committed to community service and mentoring, with a focus on empowering the next generation. He and his wife, Brittany, have been married for over 23 years and are the proud parents of three remarkable young men. A native South Carolinian and graduate of the University of Louisville, Micah enjoys exploring new destinations and spending quality time with family and friends.

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