Pinnacle Wealth Partners

Specialties

Our advisors are your partners in developing a comprehensive and objective financial plan designed around your unique personal vision. Your specific situation will determine our focus for each engagement, scaling our services to focus on your specific concerns. Our consultative process is designed to focus on your unique personal vision, develop a comprehensive roadmap with strategies that fit your specific circumstances and guide you through implementation and ongoing support. It can be a straightforward investment portfolio analysis, or it can include a comprehensive, targeted plan for each component of your financial life. Supported by the depth of our resources and the inherent objectivity of our process, our focus is on helping you build confidence in the financial decisions that you make along the way as together we work toward your goals.

History

Established in 2000.

For more than 20 years our wealth planners have been serving clients and their families in Central Indiana. We focus on helping retired and retiring corporate executives, professionals, business owners and other successful people plan toward building retirement income security and work toward achieving their unique, personal financial vision.

Meet the Business Owner

David T.

Business Owner

For over two decades, Dave has been serving clients and their families throughout Central Indiana as a financial planner. He has been recognized in Indianapolis Monthly magazine as a 2012 FIVE STAR Best in Client Satisfaction Wealth Manager in the Indianapolis area*, his fourth consecutive year earning that honor. David holds a Master of Science in Management (MS) from Purdue’s Krannert Graduate School of Management and attained his Bachelor of Arts (BA) from DePauw University. He has continued his professional education by earning the advanced Chartered Life Underwriter and Chartered Financial Consultant® (ChFC) designations from the American College. He has also earned the Chartered Retirement Planning Counselor designation from the College for Financial Planning. He is a member of the Society of Financial Service Professionals.