We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Karen Farina
Client Services Associate
(855) 760-7749
Karen is a Client Services Associate for Pinnacle Wealth Management.
Michael McCord, CFA, CFP®, AIF®, CKA®
Founder and CEO, Wealth Advisor
(855) 760-7749
Michael McCord is the principal and founder of Pinnacle Wealth Management, LLC.
Samantha Johnson, FPQP™
Wealth Plan Assistant
(855) 760-7749
Samantha serves as a Wealth Plan Assistant for Pinnacle Wealth Management.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.