Pinnacle Wealth Strategies offers personalized financial planning and consulting services for individuals, families, and business owners. The firm focuses on creating tailored financial plans through a structured four-meeting process that covers discovery, profile gathering, draft review, and final presentation. For clients seeking targeted advice rather than a full plan, Pinnacle Wealth Strategies provides consulting services addressing specific areas such as cash management, risk management, divorce or death of a family member, estate planning, tax issues, retirement planning, educational funding, and goal setting. Pinnacle Wealth Strategies does not manage client investment portfolios directly, nor does it participate in wrap fee programs. However, the firm's owners are affiliated with other entities through which clients can implement investment and insurance recommendations. Pinnacle Wealth Strategies operates as a registered investment adviser based in Albany, New York.
Fee Structure
- Comprehensive financial plan — $2,950 for net worth up to $2 million, $4,450 for $2 million to $4 million, $5,900 for $4 million to $6 million, and $8,200 for $6 million to $10 million. Fees for net worth over $10 million are negotiable.
- Hourly consulting — $280 per hour for targeted advice on specific financial and cash management, risk management, estate planning, tax issues, retirement planning, educational funding, or other topics.