About Us

About Pinnacle

Founded by Ken New, Pinnacle Financial Wealth Management is committed to helping pre-retirees and retirees understand financial strategy. Since 1997, Ken has spent time discovering options for income planning with a definitive strategy to reduce taxes. Our firm specializes in customizing asset management and investment strategies to help pre-retirees and retirees navigate the complicated and ever-changing world of investing.

Here at Pinnacle Financial Wealth Management, we focus on one thing: The needs of our clients. We pour every ounce of effort we have into developing, implementing and monitoring investment strategies that will help our clients meet their financial and lifestyle goals.