Who We Serve | Financial Management Plans | Pinnacle Wealth

Physicians and Busy Professionals

For over 40 years we have helped physicians navigate the complex - from Medical School, through Residency and Fellowship and into Retirement. 

Physicians are trained to make medical decisions, but often are not trained or are too busy to make financial decisions. We understand your unique needs and educate and guide you to make informed financial decisions and implement appropriate solutions.  

Our team and our services are positioned to help physicians and busy professionals for generations to come; we help you prioritize your goals and organize your finances so that you can focus on your career and enjoy life.

Business Owners

Between managing employees, building client relationships, and maintaining the quality of your products or services, growing a business is a demanding task.

It’s easy to be swept up in the day-to-day management of your business and lose sight of financial planning considerations that may lead to growth. We can help create a financial foundation that aims to care for your key employees and executives and reduce the impact of an unexpected loss. Whether it’s starting or managing a retirement plan (SIMPLE IRA, 401k, etc), or securing Business Overhead Disability Insurance, we can help.

When it’s time to pass the torch and leave your business, we’ll be here to plan your business succession and exit strategy to help ease the transition into life after work. Business sales often result in substantial capital gains, and we have advanced strategies to help defer these gains for years or decades.

Who We Serve | Financial Management Plans | Pinnacle Wealth
Who We Serve | Financial Management Plans | Pinnacle Wealth

High Net Worth Individual and Families

Whether you are a physician, another type of professional, or business owner, having a high net worth brings with it additional planning considerations.

When your financial plan forecasts a future net worth in excess of federal or state estate tax thresholds, advanced planning is critical.  Depending on your estate planning goals, there are a variety of strategies for mitigating estate taxes and transferring assets efficiently.  It is also important to create a plan for meaningful stewardship of your assets for future generations.

Ready to get started?

Contact us to start building a financial plan that fits your current life stage.