Wealth Advisors: Kevin Engbers, CFP®, CEPA®, Nik Aamlid, CFP®, CAP®, CKA®, & Ryan Ovenden, CFP®, CKA® Associate Wealth Advisors: Luke LaRock, NSSA® & Dylan Rudningen Operations Team: Annette Burns, Holly Jacobson, Rachel Hulscher, Andrea Mortimore, & Dean Bertsch Marketing & Business Development: Maren Larson
In uncertain markets, confidence is everything. That’s why the team at Pinnacle Wealth in Sioux Falls focuses on more than just investment returns—they guide clients toward clarity, purpose, and peace of mind, no matter what the headlines say.
“Volatility can shake people’s confidence, especially when they’re close to retirement or facing major life transitions,” Kevin Engbers, CFP®, CEPA®, Wealth Advisor and CEO & Founder of Pinnacle Wealth said. “But when you have a plan that’s deeply rooted in your values, it helps you stay grounded. That’s the foundation of what we call True Wealth.”
Since 2007, Pinnacle Wealth has helped individuals and families design financial strategies that reflect not just their goals, but their lives, through both calm and turbulent seasons. Their True Wealth approach is built on nine value-based principles that aim to strengthen financial confidence while keeping the bigger picture in view.
“Markets will move up and down, but your plan shouldn’t feel like it has to,” Engbers said. “We ask people, ‘If we were sitting down 10 years from now, what would make you say that building a financial plan with Pinnacle Wealth was the best decision you ever made?’ That’s the lens we use— future-focused, values-aligned, and resilient.”
The Pinnacle Wealth team sees money as just one part of a much larger picture. They help clients align their financial strategy with the areas that matter most: physical, emotional, spiritual, and financial well-being. True Wealth, as defined by the firm, is “everything you have that money can’t buy and death can’t take away.” Pinnacle Wealth’s mission is to walk alongside clients as they pursue purpose-driven lives, with financial clarity as a key tool, not the final goal.
With more than 35 years of experience, Pinnacle Wealth has built a team of advisors, operations specialists, and client experience professionals dedicated to service and long-term relationships.
“We’ve seen it over and over—people get so caught up in making a living that they lose sight of the life they’re trying to build,” Engbers said. “Our goal isn’t just to help you retire—it’s to help you live well today, with confidence about tomorrow. That’s the True Wealth difference.”
Pinnacle Wealth offers a range of financial services, including comprehensive written financial game plans, portfolio management, risk and legacy planning, education, and more.
Pinnacle Wealth
612 E Tan Tara Cir STE 100
Sioux Falls, SD 57108
605.271.6023
Pinnaclewealth.com
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third-party posts found on this profile do not reflect the views of CWM, LLC, and have not been reviewed by CWM, LLC as to accuracy or completeness.
