Why Work With Us?
“Failing to prepare is preparing to fail.” Optimize your probability for success by creating a process to organize and update your personal financial information.
Who We Are
Our planning expertise will pave your personal “Yellow brick road” to financial success.
Life In A Box
While there is nothing simple about adulthood, comprehensive financial planning can simplify much of the stress that consumes us.
Meet the Team: Dean Bertsch
With over 50 years of experience in the financial world, Dean Bertsch, has built his career and relationships on thoughtful listening and principled wisdom.
Accessing Your Client CX Dashboard Using Your Gmail
Pinnacle Wealth utilizes cutting edge technology to provide you with online access to your financial account information. You have the ability to log in to our client portal and view your activity for the accounts held at Cetera Advisors Networks and TD Ameritrade in one location. This vide …
Accessing Your Client CX Dashboard Using Your Email (Non-Gmail Version)
Pinnacle Wealth utilizes technology to provide you with online access to your financial account information. You have the ability to log in to our client portal and view your activity for the accounts held at Cetera Advisors Networks and TD Ameritrade in one location. This video explains ho …
Behind the Name: Pinnacle Wealth
As a comprehensive wealth management firm in Sioux Falls, South Dakota, people often associate our name with a focus on those who have arrived at their financial peak. But the pinnacle of wealth is so much more than assets and liabilities on a balance sheet. The size of the number in your a …
Meet the Team: Ryan Ovenden
Meet Pinnacle’s Greenest Wealth Advisor, Ryan Ovenden! (Green as in ecological, that is…) Ryan joined our team after merging his financial counseling practice with Pinnacle in 2020.
401K, IRA, Which Way?
Wealth Advisor, Nik Aamlid, takes 6 minutes to unpack the common question: “How do I balance my 401K (or 403B) contributions with IRA contributions?” There’s a unique answer for each situation, but there are also some common strategies to be aware of. If you would like us to explore your pe …
Nik’s Cookie Cutter Approach
Wealth Advisor, Nik Aamlid, is getting ready for the holidays that are right around the corner and ready to enjoy all of the fresh Christmas cookies. He urges you to reflect on your method of financial planning. Have you been taking the cookie cutter approach? The standard one size fits all …
