Spotlight

We're excited to share that true to our mission of improving our financial lives, we've been researching advisors in investment services at your request and will now recommend Pinnacle Wealth Management to you, our members, for a variety of investment-solutions, including tax planning, estate planning, financial and retirement planning. Talk about investing in your financial future!

Pinnacle Wealth Management has deep roots in the Upstate. Together, the team has over 35 years of industry experience. The team at Pinnacle strives to be your trusted investment advisor. They’ll work to understand your financial goals and provide you with investment solutions to get you where you want to go.

The financial minds behind Pinnacle Wealth Management are Micah Valentine and Robert (Robbie) Davis, RFC®. First, let’s get to know them on a personal level.

Micah and his wife, Brittany have been married for over 20 years and have three boys. They enjoy exploring state and national parks. Robbie and his wife, Kaye, have been married for over 30 years. Together, they have three children and enjoy attending Clemson football and Greenville Drive games.

Micah and Robbie met over 14 years ago. As their friendship grew, they realized they had a common vision for serving individuals with their investment needs. Pinnacle Wealth Management was formed with a vision to provide personalized financial planning to guide clients on their unique retirement journey.

In serving clients in the Upstate and beyond, Pinnacle helps clients by focusing on their needs, wants, and goals.

Every financial plan is different and is only as good as its execution - so they set up annual reviews and regular check-ins to ensure the plan is still the best fit for the client’s journey.

When explaining why they do what they do, Micah recalled a memorable moment. “A client of mine recently accomplished several milestones on their financial plan. Watching them achieve several big financial goals in retirement is exactly why I love what I do. When I called to congratulate them, they told me they were so thankful for my time and expertise over the years. Nothing means more to me than seeing people reach their dreams; it is the best part of my job.”

You may be wondering what the benefits are of having a financial advisor, and we think that Robbie said it best, “For me, the best way to explain it is that we act as a personal coach. We make the game plan and draw up the plays, so that the members can execute the plays throughout their life in order to win.”

The offerings of Pinnacle are not limited to standard investment service (i.e. IRAs, annuities, mutual funds, etc.) but also include tax planning, estate planning, financial planning for business owners, and business succession planning. In their words, “Financial planning is about far more than just putting away money and hoping to be ready for retirement… it’s about balance, living in the now while preparing for the future.”

Best yet, if you’re ready to take the first step toward investing in your future, give us a call to set up your appointment! You may opt to meet with Pinnacle at your local Spero branch or at their local office in Mauldin, South Carolina.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and brokerdealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Spero Financial Federal Credit Union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Spero Financial, and may also be employees of Spero Financial. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliated with, Spero Financial.

Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency, Not Credit Union Guaranteed, Not Credit Union Deposits or Obligations, and May Lose Value.