Pinion Wealth Management, LLC

About Pinion Wealth Management, LLC

<p>From its roots in Wichita and western Kansas, Pinion Wealth Management, LLC has built a multi-state advisory practice with offices in Garden City, Lenexa in the Kansas City area, Loveland in northern Colorado, Fresno in California’s Central Valley, and Bozeman in southwest Montana.</p> <p>Pinion Wealth is a registered investment advisor that works with individuals, high net-worth individuals, families, and business owners. The firm handles investment management and financial planning, and it also supports employers with qualified retirement plan work, including <a href="/retirement-plans">retirement plan providers</a> services under a 3(21) co-fiduciary role.</p> <p>Clients often use Pinion Wealth for coordinated planning across portfolios, estate planning discussions, insurance reviews, and tax considerations, especially during career changes, business transitions, and retirement. The firm reports $0.6B in AUM as of 2026.</p> <p>What sets the team apart is its geographic reach across the Plains, Mountain West, and California, paired with hands-on plan support that fits companies that want an advisor involved in day-to-day decisions.</p> <ul> <li>Registered investment advisor (RIA) wealth management</li> <li>3(21) retirement plan co-fiduciary guidance</li> <li>Investment strategy and portfolio oversight</li> <li>Financial planning for families and business owners</li> <li>Planning support tied to estate, insurance, and tax considerations</li> </ul>

Website: https://www.pinionwealth.com/