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Family Office

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Family Office

Wealth management requires a client-oriented focus that brings together a broad array of services, enabling affluent individuals to create plans to preserve and potentially enhance their wealth while enjoying its benefits.  While the foundation of these capabilities is investment management, wealth management also requires a wide range of other professional skills, including retirement, estate, tax, and financial planning.  To that end, we have created a team of dedicated professionals covering all these areas of expertise.

At Pinnacle Wealth Management Group, Inc., our “Family Office” represents our highest level of service. For qualifying clients, this integrated wealth management solution offers all of our traditional investment and planning services in addition to ongoing access to CPAs, for tax planning and tax return preparation, as well as access to estate planning attorneys for trust planning and document drafting.

Essentially, your entire wealth management team is under “one roof,” coordinating with each other to provide you comprehensive and sophisticated strategies, which cover the entire spectrum of services that high-net worth families need to protect, grow, and enjoy their wealth.

To learn more about our one-fee, single-source family office solution, please call or e-mail us today.

 

A Customized, Team-Based Approach

Your team of wealth management professionals work with you to:

  • Deliver personalized service, sophisticated planning, and customized strategies designed to help you work towards your goals.
  • Help create or update an estate plan to ensure that strategies stay current with changing needs and goals, or changes in tax laws.
  • Perform tax planning services, including tax return preparation.
  • Develop a risk management program to identify potential vulnerabilities to your wealth accumulation/ distribution plans.
  • Staying current on industry trends, pursuing ongoing education and development, and sharing relevant insights with investors.

 

Partners

  • Investment Advisor
  • Estate Planning Attorney
  • CPA
  • Insurance Specialist

YOU & Pinnacle Wealth Management Group, Inc.

Services

Based on each client's individual situation and needs, your team of wealth management professionals work together to help develop and implement a customized wealth management program, and remain available for ongoing consultation and advice.

 

 

 

Customized Advice, Services, and Investment Strategies

Advice

  • Asset allocation & investment planning
  • Income distribution planning
  • Single stock risk management
  • Stock option planning
  • Financial planning
  • Insurance planning
  • Buying or selling a business
  • Estate planning
  • Tax planning
  • Retirement planning
  • Education planning
  • Charitable giving guidance
  • Social security optimization

Services

  • Family office services
  • Tax return preparation
  • Trust planning and document drafting
  • Wealth management strategies
  • Personal trust services
  • Cash-flow management
  • Portfolio monitoring & reporting services
  • Online services
  • Coordination with other professionals
  • Investment performance reporting
  • Family meetings

 

 

 

Customized Investment Strategies

Asset Management

  • Independent portfolio management services
  • Individual securities
  • Alternative investments
  • Mutual funds, ETFs
  • Annuities

Equities

  • Equity research, trading & strategy
  • Restricted stock
  • Concentrated positions
  • Hedging strategies

Fixed Income

  • Municipal research, trading & strategy
  • Taxable fixed income research, trading & strategy

 

Retirement Accounts

  • Review retirement funding and distribution plans
  • Review beneficiary designations
  • Post-death distribution planning

Corporate Services

  • Cash management
  • Retirement plans
  • Buy/sell solutions
  • Group life insurance
  • 529 education plans
  • Exercising stock options

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Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: 734-667-5581
Fax: 734-667-5607

Email: support@pwmgi.com

849 Penniman Suite 201, Plymouth, Michigan 48170

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  • Legal, privacy, copyright and trademark information

Securities offered through Private Client Services, Member FINRA/SIPC. Advisory products and services offered through Pinnacle Wealth Management Group, Inc., a Registered Investment Advisor. Private Client Services and Pinnacle Wealth Management Group, Inc. are unaffiliated entities.

This site is published for residents of the United States only. Registered Representatives of Private Client Services, Member FINRA/ SPIC and investment advisor representatives of Pinnacle Wealth Management Group, Inc., an SEC Registered Investment Advisory firm may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed. For additional information, please contact us for more information. 

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