Pinnacle Wealth Strategies

Sandy, Utah

5.0 (2 reviews)
Call (801) 260-2126 Visit website →

About

Pinnacle Wealth Strategies, based in Sandy, Utah, provides retirement planning services to individuals and couples across different financial situations. The firm offers customized financial strategies and guidance addressing retirement-specific concerns such as market risk, withdrawal rates, longevity, and healthcare costs. The team includes a CEO with 46 years of insurance and estate planning experience, a wealth manager with an MBA and FINRA Series 65 license, and a tax specialist with over 25 years in accounting and tax services. The firm emphasizes personalized planning that accounts for each client's unique circumstances, risk tolerance, and timeline.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No
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