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