Wealth Advisors: Nik Aamlid, CFP®, CAP®, CKA®, Kevin Engbers, CFP®, Ryan Ovenden, CFP®, CKA®, Associate Wealth Advisors: Dylan Rudningen, Luke LaRock, NSSA®, Operations Team: Holly Jacobson, Cole Hillman, Easton Prins, Annette Burns, Rachl Hulscher, & Andrea Mortimore, & Marketing/Business Development: Maren Larson
For most people, financial planning starts with numbers. For the team at Pinnacle Wealth, it begins with a deeper question: what does a life well lived actually look like for you? “Before we talk about a portfolio or retirement date, we want to understand what truly matters,” said Kevin Engbers, CFP®, Wealth Advisor and CEO & Founder. “True Wealth isn’t about accumulation. It’s about building a life you’re proud of and having the clarity to enjoy it.”
Since 2007, Pinnacle Wealth has guided individuals and families through a discovery-driven planning process designed to help clients better understand themselves. At its core are two foundational tools: the Statement of Financial Purpose and the Family Index Number. The Statement of Financial Purpose captures what a client truly values—their vision for life, relationships, and legacy—and becomes the north star for every financial decision.
Most people have never connected their values to their finances. But when you do, everything changes. Your plan stops feeling like a spreadsheet and starts feeling like a roadmap,” Engbers said. The Family Index Number brings that vision into focus: the monthly income needed to sustain the life they’ve defined. When clients know their number, market noise fades, and confidence takes its place.
The team is extending that mission with the True Wealth Podcast, hosted by Engbers. Each episode explores the decisions and stories that shape a life of genuine abundance, helping listeners define True Wealth before ever meeting an advisor. “We wanted a way to serve people wherever they are,” Engbers said. “Whether nearing retirement or just beginning, the podcast meets them there.”
True Wealth, as defined by Pinnacle Wealth, is “everything you have that money can’t buy, and death can’t take away.” With more than 35 years of experience, Engbers leads a team dedicated to making that vision both tangible and financially sound.
The True Wealth Podcast is available on major platforms and at TrueWealthPodcast.com. Pinnacle Wealth offers services including financial planning, portfolio management, and legacy planning.
Pinnacle Wealth
612 E Tan Tara Cir Ste 100
Sioux Falls, SD 57108
605.271.6023
pinnaclewealth.com
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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.
