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ABOUT PINNACLE WEALTH
About Us

Built for This Stage of Life

Our Story
A Boutique Practice
Built On Quiet
Conversations

Pinnacle was founded on a simple belief — that the most important work in wealth management happens in unhurried, careful conversations. The ones where you talk through what really matters, what worries you, and what you'd like to leave behind.

Over the years, our practice has grown one relationship at a time. Today we serve families and individuals across multiple generations, with the same attention and discretion that defined the very first conversation.

What Guides Us
The Principles Behind Our Work.

01

Built for This Stage of Life

Pinnacle Wealth Management was founded in 2010 with a specific focus in mind: helping people make the most of what they've spent a lifetime building. The name reflects an ambition that runs through everything we do. A pinnacle is a high point, and our work is centered on helping you reach and protect yours.

We work with retirees and pre-retirees across more than 30 states, which means we bring perspective from a wide range of financial situations, tax environments, and retirement circumstances. Wherever you are in the country, the questions you're facing at this stage of life are ones we've worked through many times before.

02

What It Means to Put You First

Not all financial advisors are held to the same standard. We operate as a fiduciary, which carries a specific and meaningful set of obligations. As defined by the College of Financial Planning, a fiduciary is required to put a client's interest first, act with utmost good faith, provide full and adequate disclosure of all material facts, not mislead clients, and disclose all conflicts of interest.

That last one matters more than people might expect. Conflicts of interest exist throughout the financial industry, and the fiduciary standard requires us to be transparent about them rather than let them quietly influence the advice we give. When you sit down with us, the recommendations on the table are the ones we genuinely believe serve your situation.

03

How We Work With You

Financial planning at this stage of life is not a one-time conversation. Your circumstances change, tax laws shift, and the things you want your retirement to look like can evolve. We use eMoney to give you a living, visible picture of your financial plan so that every meeting starts with a shared understanding of where things stand. There's no guesswork about whether your plan is still working for you.

Our focus areas, tax planning, legacy planning, and investment planning, are not treated as separate silos. They overlap in ways that matter, and we approach your situation with all of them in view.

Meet The Team
The People Behind Pinnacle

A small, deeply experienced team of advisors and associates committed to plain-
English planning and the lasting work of helping families navigate every chapter ahead.

Michael McCord

Michael McCord, CFA, CFP®, AIF®, CKA®

Founder and CEO, Wealth Advisor

Michael McCord is the principal and founder of Pinnacle Wealth Management, LLC.

Samantha Johnson

Samantha Johnson, FPQP™

Wealth Plan Assistant

Samantha serves as a Wealth Plan Assistant for Pinnacle Wealth Management.

Karen Farina

Karen Farina

Client Services Associate

Karen is a Client Services Associate for Pinnacle Wealth Management.

Tricia Ford

Lindsi Werner

Contact Us
Ready to See Where Your Plan Stands?

If you're approaching retirement or already there, the best place to start is a straightforward conversation about where you are and where you want to go. Reach out to schedule a meeting, and let's take a look together.

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