Business Details
29 Years
experience
Your Trusted Partner for Comprehensive Financial Planning
Pinnacle Financial Wealth Management has been dedicated to empowering pre-retirees and retirees with strategic financial planning since 1997. Founded by Ken New, our firm specializes in crafting personalized solutions for wealth management, tax optimization, and retirement planning. Our holistic approach integrates expertise from financial advisors, accountants, and legal professionals to protect and grow client assets. With a focus on proactive planning, we leverage our Virtual Family Office network to deliver tailored strategies that address complex financial challenges.Our fiduciary commitment ensures unbiased advice aligned with individual goals, while our 25+ years of experience in income planning and tax mitigation establishes us as industry leaders. We prioritize client education and long-term legacy building through comprehensive diagnostics and actionable implementation. Our team's credentials, including Million Dollar Round Table membership and Series 7 licensing, underscore our dedication to excellence in financial advisory services.
Services
Wealth Management
Tax Planning
Investment Services
Financial Planning
Insurance Services
Retirement Planning
Business Advisory
Details
- Year established: 1997
Highlights and features
- We operate as fiduciaries with a legal obligation to act in clients' best interests
- Our proactive planning framework prevents financial roadblocks before they occur
- Virtual Family Office network provides access to specialized industry experts
- 25+ years of experience in retirement income planning and tax mitigation strategies
- Personalized solutions combining wealth management, estate planning, and investment services
Associations and certifications
- Million Dollar Round Table
- National Association of Insurance and Financial Planners
Services
Wealth Management
Our Wealth Management services take a comprehensive approach to growing and protecting client assets. By integrating tax planning, investment strategies, and estate considerations, we create customized roadmaps for financial success. Our team of certified professionals works closely with clients to understand their unique circumstances, risk tolerance, and long-term objectives. Through continuous monitoring and strategic adjustments, we ensure portfolios remain aligned with evolving market conditions and personal goals while maintaining compliance with regulatory standards.
Tax Planning
Pinnacle's Tax Planning services focus on minimizing liabilities while maximizing growth opportunities. We analyze current tax positions, identify deductions, and implement strategies for efficient income structuring. Our experts stay current with changing regulations to ensure compliance while optimizing returns. By integrating tax considerations into broader financial plans, we help clients retain more of their hard-earned wealth through both immediate savings and long-term strategic positioning.
Retirement Planning
Our Retirement Planning specialists develop customized strategies to ensure financial security during post-career years. We calculate required retirement funds, optimize Social Security benefits, and create sustainable income streams. Through scenario analysis and risk assessment, we help clients navigate pension options, withdrawal strategies, and healthcare cost planning. Our goal is to transform retirement dreams into achievable realities while maintaining flexibility for changing circumstances.
Investment Services
Pinnacle's Investment Services combine strategic allocation with active portfolio management. We assess risk profiles to create diversified investment strategies aligned with financial goals. Our team continuously monitors market trends and adjusts holdings to capitalize on opportunities while mitigating risks. Whether focusing on capital growth or income generation, we provide transparent reporting and regular performance reviews to ensure investments remain on track to meet long-term objectives.
Business Advisory
Our Business Advisory services address the unique challenges faced by entrepreneurs and business owners. We provide guidance on succession planning, tax-efficient structures, and growth strategies. Through cash flow analysis and risk assessment, we help business owners optimize operations while preparing for transition. Our holistic approach ensures business success aligns with personal financial goals, creating integrated wealth-building strategies for both professional and personal financial security.
People
Ken New
Financial Advisor
With over 25 years of experience, Ken New specializes in retirement income planning and tax mitigation strategies. A Million Dollar Round Table member, he focuses on educating clients about financial decision-making while developing customized wealth management solutions tailored to individual needs and risk profiles.
Linda New
Client Services
Linda New brings extensive banking and customer service expertise to client relations. Her background in small business management ensures personalized attention to client needs while maintaining operational excellence in service delivery.
Jennifer Gerrow
Director of Client Services
Jennifer Gerrow leads client services with over 15 years of customer service and management experience. Holding a Series 7 license, she coordinates personalized scheduling and concierge-level service while managing marketing initiatives and client communications.
Jenny Moore
Business Operations Manager
Jenny Moore supports financial advisors with client transactions and operational management. With an Associate of Arts degree and extensive administrative experience, she ensures smooth day-to-day operations and client support processes.
Debbie Hogan
Tax Preparation
Debbie Hogan provides tax preparation services with 15 years of experience in personal and corporate tax returns. Partnering with Pinnacle Financial, she offers bookkeeping services and tax compliance solutions to support comprehensive financial planning.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning including income strategy development, Social Security optimization, pension planning, and sustainable withdrawal strategies tailored to individual financial goals and risk tolerance.
Are you a fiduciary financial advisor?
Yes, we operate as fiduciaries with a legal obligation to act in our clients' best interests at all times when providing financial advice.
How do you approach tax planning?
Our tax planning integrates with overall financial strategies, focusing on minimizing liabilities through deductions, efficient income structuring, and compliance with current regulations while optimizing long-term returns.
What investment strategies do you use?
We employ diversified portfolio strategies aligned with risk profiles, combining active management with regular performance reviews to ensure investments support long-term financial objectives.
Do you work with business owners?
Yes, our business advisory services address succession planning, tax-efficient structures, and growth strategies specifically designed for entrepreneurs and business owners.
How are your financial planning services different?
Our proactive planning framework prevents financial roadblocks through comprehensive diagnostics, Virtual Family Office expertise, and personalized implementation tailored to each client's unique circumstances.
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