Pinnacle Wealth Management Partners, Inc.

At Pinnacle Wealth Management our goal is to serve the long-term interests of our clients by managing their capital in a tax efficient manner. We constantly strive to provide the most comprehensive and personal service available, which has earned us a reputation for excellence in our industry. For each of our clients, we strive to help create and maintain financial stability and financial independence. Pinnacle Wealth Management helps to simplify the demands of managing your wealth in order to enable you to devote time to your business, your personal endeavors, and your family. We organize your assets, asset allocation strategy, insurance, and your financial and estate plans to help simplify, consolidate and integrate every aspect of your financial future. Like most successful people, you have probably spent more time and effort accumulating money than managing it. As your wealth grows, life doesn't get simpler, it becomes more complex. We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them once we have provided you with sound financial information specific to your situation. Our Services Our Financial Planning and Wealth Management Services At Pinnacle Wealth Management, Inc., We believe ongoing financial planning to be fundamental to achieving your life's goals and enhancing your quality of life. We also maintain that ongoing and proactive advice is a fundamental part of your financial well being. Working as your primary financial information source, we help you to: Organize your finances and define your goals Clarify, research and analyze financial choices Identify and implement strategic solutions Integrate the advice of your other trusted consultants As part of the Pinnacle Wealth Management family, you'll enjoy four important benefits that set us apart: Independent Advice Years of Experience and Seamless Proactive Services We believe achieving and maintaining your goals and dreams is contingent upon a solid comprehensive plan and a coordination of the following areas: Investment Planning and Management Income Tax Planning and Preparation Asset Allocation and Portfolio Design Retirement and Estate Planning Cash Flow Analysis Special Needs Planning Risk Management and Insurance Planning Ongoing Wealth Management and Review Process In addition, please know that we serve as fiduciary, with a legal and moral responsibility to represent your best interest. We do not act as custodian or take possession of your assets, but instead we utilize the services of National Financial Services.

Address: 7600 Grand River, Ste. 220 Brighton, MI 48114 USA

Phone: +1 810 220 6322
FAX: +1 810 220 8415