Pinnacle Financial Wealth Management

Pinnacle Financial Wealth Management

Financial Services

Merritt Island, Florida 169 followers

We are committed to providing holistic financial management and proactive tax strategies.

About us

Pinnacle Financial Wealth Management is a private financial firm dedicated to providing holistic financial management and proactive tax strategies to high net-worth individuals, CPA's, fellow advisors, and attorneys. Ken New brings more than 25 years of financial industry experience and is the founder & owner of Pinnacle Financial Wealth Management and the host of the Proactive Tax Strategies Podcast. He has such a unique and wide range of expertise in the financial industry that he is a member of the prestigious Million Dollar Round Table and a past officer of the National Association of Insurance and Financial Planners. Ken New is dedicated to discovering options for income and retirement planning with a definitive strategy to reduce taxes.

Industry
Financial Services
Company size
2-10 employees
Headquarters
Merritt Island, Florida
Type
Self-Owned
Founded
2015
Specialties
Retirement Planning, Investment Planning, Income Planning, Financial Planning, Financial Advisory, Wealth Management, Insurance, Management Planning, Retirement Advisory, Investment Strategies, Advisor, Tax Strategies, Tax Mitigation, and Alternative Investments

Locations

  • Primary

    1351 N Courtenay Pkwy

    Suite BB

    Merritt Island, Florida 32953, US

    Get directions

Employees at Pinnacle Financial Wealth Management

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