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WEALTH PLANNING Pinnacle Wealth
Founded in 2007, Pinnacle Wealth is a leading financial planning organization in the Sioux Falls community. Their goal is to help folks from all walks of life engage in sustainable financial practices that enable them to live balanced, fulfilled lives. They define “true wealth” as everything you have that money can’t buy and death can’t take away. They wholeheartedly believe that when your spiritual, physical, emotional and financial health are aligned you are better able to focus on your passions, purpose and authentic self.
The stakeholders at Pinnacle Wealth are highly qualified and are committed to improving their professional education well beyond the industry licensing requirements. Many advisors have advanced designations and certifications and their leader is a major player in the business. Kevin Engbers, CFP ® , has been in the business for 35 years and has published a book focused on helping people live a more balanced and fulfilled life.
Not only is Pinnacle Wealth engaged in professional development, but they also support community development by supporting local organizations, including Alzheimer’s Association, Collision, Compassion in Action, Feeding South Dakota, RESGEN, Mission Haiti, Teen Challenge of the Dakotas and Charity Water.
“Sioux Falls is an entrepreneurial launchpad for a diverse, growing citizenry. But even though there is a variety of beliefs and philosophies, we historically have been better at uniting when tragedy or adversity occurs. We hope even through growth, that core value and commitment to work and family is contagious for all welcomed newcomers,” Engbers said.
Pinnacle Wealth offers a variety of financial planning services, including comprehensive written financial game plans, portfolio management, risk management, legacy planning, education and more.
Pinnacle Wealth 612 E Tan Tara Circle Suite 100 Sioux Falls, SD 57108 605.271.6023 pinnaclewealth.com
Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Advisor Networks LLC, or CWM, LLC.
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Ryan Ovenden and Ethan Brouwer are non-registered associates of Cetera Advisor Networks, LLC.