|
|
|
|
Additional information |
|
Pinnacle Wealth Planning Services, Inc. |
|
|
Mission statement:
To provide fee-only financial planning and investment advisory services to high net-worth clients with the highest degree of professionalism, honesty and integrity, resulting in significant positive changes in the personal and financial life of each client. |
|
|
|
Profile:
Pinnacle Wealth Planning Services, Inc. (“Pinnacle”) is an Ohio corporation founded in 1998 by William D. Heichel as a successor financial planning company to Lifetime Planning, Inc., which was founded by William D. Heichel in 1980. Pinnacle’s mission statement is to work exclusively with CPAs and Attorneys to provide fee-only (no commissions paid and no products sold) comprehensive financial planning and investment advisory services (“services”) to their high net worth clients (i.e.: investment assets of $500,000 to $25 million) with the highest degree of professionalism and integrity, resulting in significant positive changes in the personal and financial life of each client.
Pinnacle is one of Ohio’s oldest and largest fee-only wealth management firms working exclusively with high net worth clients and business owners of CPAs and attorneys.
Pinnacle is a leader in the financial planning business in the United States. It has been recognized in Bloomberg Wealth Manager magazine as one of the Top Wealth Management Firms in the U.S. in 2002, 2003, 2004, 2005, 2006 and 2007, and in July 2002 Pinnacle was listed in that same publication as the 2nd fastest growing Wealth Management firm in the United States. |
|
|
|
Overview:
Pinnacle Wealth Planning Services, Inc. (“Pinnacle”) is a fee-only Wealth Management firm working exclusively with affluent individuals, business owners and their families. Pinnacle sells no products and receives no income from any third party. Pinnacle is an SEC Registered Investment Advisor, which legally makes Pinnacle a FIDUCIARY to its clients under both state and federal law.
Fi ● du ● ci ● ar ● y – Pinnacle is held by law to a fiduciary standard and occupies a position of special trust and confidence when working with a client. As a fiduciary, Pinnacle is required to act with undivided loyalty to the client. This includes disclosure of how Pinnacle is to be compensated.
Pinnacle is a family owned and operated Wealth Management firm with hundreds of clients throughout the United States. William D. Heichel founded Pinnacle’s predecessor company, Lifetime Planning, Inc., in 1980 and founded Pinnacle in 1998. Pinnacle’s staff combines specialized planning credentials such as JD, CPA, CFP®, ChFC®, MBA, PFS, AAMS®, CRPS®, CMFC®, AIF®, CDFA and over 200 years of Wealth Management experience, delivering high quality wealth management services to its clients.
Pinnacle's Total Assets Under Management are over half a billion dollars. Pinnacle's Average Assets Under Management per Client is over one million dollars.
What sets Pinnacle apart? |
|
|
|
Minimum Investable Assets:
$5 million |
|
|
|
Net Worth of largest client:
$100 million |
|
|
|
Asset Under Management:
$400 million |
|
|
|
Toll Free:
+1 800 987 4767 |
|
|
|
|
|
|
|
|
|
|
|
|