Pinnacle Wealth, LLC

About Pinnacle Wealth, LLC

<p>In-house CPA tax review is part of Pinnacle Wealth, LLC’s day-to-day planning process, a practical fit for clients who want investment advice tied directly to tax decisions. Headquartered in Sioux Falls in eastern South Dakota, the firm works with individuals and families across the Sioux Falls metro and nearby communities.</p> <p>Pinnacle Wealth provides financial planning and investment management, with ongoing retirement planning, estate planning, and tax planning. The firm also offers 3(21) fiduciary support for employer-sponsored retirement plans and works as a <a href="/plan-advisors">plan advisor</a> to help sponsors document recommendations and make informed decisions.</p> <p>Clients with more complex situations can use the firm’s private client services, which combine time-tested investment strategies with proactive tax review led by its CPA team. The focus is on aligning financial strategies with a client’s stated values and life goals and building a long-term planning relationship.</p> <p>Pinnacle Wealth reported $0.2B in assets under management (2026).</p> <ul> <li>Headquarters: Sioux Falls, South Dakota (Sioux Falls metro)</li> <li>Retirement plan service: 3(21) fiduciary guidance</li> <li>Core services: financial planning and investment management</li> <li>Planning areas: retirement, estate, and tax planning</li> <li>Private client services for highly complex financial needs</li> </ul>

Website: https://www.pinnaclewealth.com/