Our Operations Team
Without an outstanding operations staff, we couldn’t provide exceptional service to our clients. From keeping the office running smoothly, to filing the tedious paperwork, our team executes unlike any other.
Understanding Social Security
Social Security—two words that are like lightning rods. Many of us are aware of the program, but how does it really work?
How Do We Get Paid?
Do you know how your advisor gets paid? If you have an advisor that hasn’t clarified this, we’re here to help. Wealth Advisor, Ryan Ovenden, explains the 3 main ways advisors get paid.
The Story of the Name Pinnacle Wealth
The story of how Pinnacle Wealth got its name goes back decades, to a time when men’s fashion met financial advising.
Cost of Investing
Like most things in life, it pays to know what you’re paying for. The same is true for investing. Often, the advertised price isn’t always what’s baked into the total cost.
Founder Kevin Engbers on His Path to Financial Advising
The story of how Pinnacle Wealth came to be goes back decades. It was a place where men’s fashion met financial advising. In fact, it goes all the way back to when Wealth Advisor, Kevin Engbers, CFP®, was a young father and husband, where he ran into some challenging circumstances.
Nik of Time – A Heart for Philanthropy
Congratulations to Nik Aamlid, Wealth Advisor, for achieving his Chartered Advisor of Philanthropy designation! Where there is a heart for Philanthropy, there’s an even stronger calling to keep helping others grow. We are proud to see one of our very own continuing to make a difference in o …
How to Get Started with Investing
One of the most common questions our team receives is, “I want to start investing; where should I start?” This question means you’re starting down the correct path. For those who have vague financial goals in mind and want to reach True Wealth, there are some simple steps to take that are a …
Meet the Team: Casey Franken
Meet the Team: Casey Franken Meet our most detail oriented, financial planning whiz, Casey Franken, CFP®, Director of Planning and Advanced Solutions. Casey is one of our Certified Financial Planners who loves digging into the details and helping create “lightbulb moments” for his clients. …
How to Know If I Need a Financial Advisor
“I don’t need a financial advisor, I have debt. I don’t own many assets. I’m just a college student.” We’ve heard it all before. But you may be surprised to find out just how much you can benefit from a relationship with a financial advisor.
