Pinnacle Wealth Management is a financial planning firm founded in 2010 to help retirees and people approaching retirement make informed decisions about the wealth they have built. Operating as a fiduciary, the firm says it is committed to putting clients’ interests first. It serves clients in more than 30 states and has offices in Land O’ Lakes and Winter Haven, Florida.

Pinnacle brings tax, legacy, and investment planning together in a coordinated strategy shaped around each client’s goals, financial situation, and retirement priorities. Its tax planning helps clients consider the tax implications of income from multiple retirement sources. Legacy planning focuses on directing wealth to the people and causes clients care about, while investment planning uses eMoney to provide an ongoing view of investments and their relationship to financial goals. The firm develops financial plans, reviews them regularly, and adjusts strategies as clients’ circumstances or the tax landscape changes. Pinnacle also offers an initial conversation for retirees and pre-retirees seeking clarity on income, taxes, investments, and their long-term financial picture.