Here's how it works:
Using a hands-on approach, Pinnacle Wealth Management will help you make an investment strategy based on your financial goals and provide you with investment solutions to aid in getting you where you want to go! Soar with endless possibilities for your financial future.
- Financial Planning, Tax Planning, Estate Planning, and Retirement Planning
- Business Financial Planning and Business Succession Planning
- IRAs, Annuities, Mutual Funds, and more
Pinnacle Wealth Advisors
Robbie Davis & Micah Valentine
Pinnacle Wealth Management has deep roots in the Upstate. Together, the team has over 35 years of industry experience. The team at Pinnacle strives to be your trusted investment advisor. They’ll work to understand your financial goals and provide you with investment solutions to get you where you want to go.
The financial minds behind Pinnacle Wealth Management are Micah Valentine and Robert (Robbie) Davis, RFC®. Micah and Robbie met over 14 years ago. As their friendship grew, they realized they had a common vision for serving individuals with their investment needs. Pinnacle Wealth Management was formed with a vision to provide personalized financial planning to guide clients on their unique retirement journey.
In serving clients in the Upstate and beyond, Pinnacle helps clients by focusing on their needs, wants, and goals. Every financial plan is different and is only as good as its execution - so they set up annual reviews and regular check-ins to ensure the plan is still the best fit for the client’s journey.
When explaining why they do what they do, Micah stated. “Nothing means more to me than seeing people reach their dreams; it is the best part of my job.” You may be wondering what the benefits are of having a financial advisor, and Robbie said it best, “For me, the best way to explain it is that we act as a personal coach. We make the game plan and draw up the plays, so that the members can execute the plays throughout their life in order to win.”
The offerings of Pinnacle are not limited to standard investment service (i.e. IRAs, annuities, mutual funds, etc.) but also include tax planning, estate planning, financial planning for business owners, and business succession planning.
In their words, “Financial planning is about far more than just putting away money and hoping to be ready for retirement… it’s about balance, living in the now while preparing for the future.”
Last, but not least:
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Spero Financial Federal Credit Union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Spero Financial, and may also be employees of Spero Financial. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliated with, Spero Financial.
Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency, Not Credit Union Guaranteed, Not Credit Union Deposits or Obligations, and May Lose Value.