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Our Team offers Retirement Planning, Investment Planning, Alternative Investments, College Planning, Retirement Planning, Charitable Giving, Annuities, Lending Services, Life Insurance, Term Life Insurance, Long Term Care Insurance Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA-SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Northstar Wealth Management, LLC are not affiliated. Fixed insurance offered through various, independent insurance companies. Content provided via links to third-party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

At the Wealth Strategies Group we are Independent Certified Financial Planner™ Professionals that are committed to finding comprehensive solutions that are tailored for your unique needs. Since 2001, we have helped thousands of clients just like yourself with innovative solutions to grow your assets, protect your wealth, and pass your legacy on to the next generation. As Independent Certified Financial Planners™, we utilize cutting edge research and best in class investments to increase your net worth. Our independence means we are not tied to any particular family of funds or investment products – our only objective is your investment success. At the Wealth Strategies Group, we design innovative investment strategies tailored to your unique needs. From comprehensive financial planning to complex financial decisions, we offer expert guidance to help you navigate life’s challenges. As fiduciaries, your best interest is our only interest. If you are looking for Independent Certified Financial Planner™ Professionals that will put your needs first, objectively answer your questions about how to best secure your financial future, and protect what you’ve worked so hard to achieve for yourself and your family, then schedule an appointment to see us today. We’re looking forward to helping you live the life you want.

Investing for your Best Interest We build relationships focused on your best interest using tailored planning and investment advice to help you aim toward your personal and financial goals. Pinnacle Wealth Management was founded in 1998 to help clients aim toward their personal and financial goals. We believe in getting to know you personally in order to build relationships to better understand your goals and dreams. Customized Wealth Plans allow you to stay on top of your personal goals and set measurable benchmarks to pursue them. We work toward your investment goals using our Surge & Protect Investment Strategy. This strategy potentially allows you to surge up when the market increases, but also allows some downside protection during economic declines. No strategy ensures a profit or protects against all loss. Since there is no "right" time to enter or exit the market, there is no guarantee that the investment objective mentioned here will be met. The Surge and Protect Strategy is for clients with irreplaceable capital who are seeking capital preservation over appreciation. Pinnacle Wealth is based on the principle that knowledge and understanding of your current financial situation is vital to confidently make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 303-806-0988.