Pinnacle Wealth Planning Services, Inc. (“Pinnacle”) is a fee-only Wealth Management firm working with affluent individuals, business owners and their families. Pinnacle sells no products and receives no income from any third party. Pinnacle is an SEC Registered Investment Advisor, which legally makes Pinnacle a FIDUCIARY to its clients under both state and federal law.
Fi ● du ● ci ● ar ● y – Pinnacle is held by law to a fiduciary standard and occupies a position of special trust and confidence when working with a client. As a fiduciary, Pinnacle is required to act with undivided loyalty to the client. This includes disclosure of how Pinnacle is to be compensated.
Pinnacle is a family owned and operated Wealth Management firm with hundreds of clients throughout the United States. William D. Heichel founded Pinnacle’s predecessor company, Lifetime Planning, Inc., in 1980 and founded Pinnacle in 1998. Pinnacle’s staff combines specialized planning credentials such as JD, MBA, CFP®, CFA®, AEP®, ChFC®, AAMS, CMFC®, CLU®, CAP®, PhD and over 200 years of Wealth Management experience, delivering high quality wealth management services to its clients.*
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Pinnacle is engaged, or continues to be engaged, to provide investment advisory services.
This year, Pinnacle has grown its staff to 26 dedicated team members in six office locations: Mansfield, Medina, Mentor & Columbus, Ohio and St. Petersburg and Tierra Verde, Florida. Pinnacle's experienced wealth management teams advise on over $1.7 Billion in client assets with an average of $2 Million per client family relationship. However, Pinnacle has designed wealth management programs to serve many different types of clients from those just starting to grow their assets to those only needing retirement projection assistance! Pinnacle proudly serves over 900 client families in 34 states and Puerto Rico.
Please Note: Limitations: Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Pinnacle is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation data/criteria, to the extent applicable). Unless expressly indicated to the contrary, Pinnacle did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Pinnacle by any of its clients. ANY QUESTIONS: Pinnacle’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.