Pinnacle Wealth Solutions, Inc.

Pinnacle Wealth Solutions, Inc. is a financial advisory firm specializing in wealth management services, including financial planning, investment management, and estate planning, tailored to meet the individual needs of clients across the United States. Pinnacle Wealth Solutions, Inc. has been providing financial advisory services since 1985 and is headquartered in the United States.

The firm operates as a subsidiary of Mercer Advisors, which acquired Pinnacle in December 2020. The founder's specific history is not disclosed, and there are no known previous companies founded by them. Pinnacle has completed one notable deal as of December 31, 2020, through its acquisition by Mercer Advisors, a portfolio company of Oak Hill Capital Partners and Genstar Capital Partners. Pinnacle Wealth Solutions, Inc.

offers a comprehensive range of wealth management services designed to enhance the financial lives of its clients. Their offerings include integrated financial planning, investment management, tax strategies, estate planning, and insurance solutions. These services are personalized to align with the specific goals of families and business owners primarily in the New England region, while also extending throughout the United States. The firm emphasizes a white-glove service model to cultivate strong relationships with clients, allowing for a deep understanding of their financial situations and aspirations.

Pinnacle Wealth Solutions, Inc. generates revenue primarily through fee-based financial advisory services. Clients typically engage via service agreements detailing the scope of services provided. Revenue comes from ongoing management fees related to investment portfolios, financial planning retainers, and transactional fees for specific services, such as estate planning and tax consultations.

The firm’s flagship service, the proprietary Economic Freedom™ program, plays a crucial role in its revenue model, which focuses on delivering measurable financial outcomes. Pinnacle Wealth Solutions, Inc. is focused on future growth through the expansion of its service offerings and geographical reach. The firm is developing new products aimed at enhancing client engagement and financial outcomes, although specific release dates for these products are yet to be announced.

Plans are in place to expand operations into additional markets across the United States, aiming to broaden its client base by the end of 2023. The acquisition by Mercer Advisors in December 2020 will support these initiatives by providing additional resources and strategic direction.