Wealth Advisors: Kevin Engbers, CFP®, CEPA®; Dean Bertsch; Nik Aamlid, CFP®, CAP®; Ryan Ovenden, CFP®; Associate Wealth Advisors: Ethan Brouwer, NSSA® Luke LaRock, NSSA®; Operations Team: Annette Burns, Holly Jacobson, Myriam Medina, Andrea Mortimore, Marketing/Business Development: Maren Jensen
How do you know if you’re in the right career? For Kevin Engbers, CFP®, CEPA®, Wealth Advisor and CEO & Founder of Pinnacle Wealth, the confirmation often comes in the form of personal messages.
“I think it’s when we get a letter in the mail from someone who says, ‘I can retire and I didn’t think I ever could.’ Or an email that says, ‘Johnny just graduated from law school or med school and he doesn’t have any debt,’” Engbers said. “That’s the satisfaction of knowing you’re living your calling.”
Since 2007, Pinnacle Wealth has been guiding people on their journey to True Wealth; a concept made up of nine values-based principles designed to improve your financial confidence and put you on the path to a life confidently enjoyed.
“One question I often ask people is, ‘If we were sitting down 10 years from now: what has to have happened in your life to make you say that building a financial plan with the Pinnacle Wealth advisors was the best decision I ever made.’ We want everyone we work with to look back and feel confident in how we’ve guided them along their individual journey to True Wealth,” said Engbers.
The team at Pinnacle Wealth shares the mindset that wealth is much bigger than finances while still holding the understanding that money is woven through every aspect of the components of wealth: physical, spiritual, emotional, and financial.
The definition of True Wealth is, “everything you have that money can’t buy and death can’t take away.” The goal of the Pinnacle Wealth team is to work alongside individuals and families as they focus on the things that are important to them while creating a financial plan that has a unique meaning and purpose.
With more than 35 years of experience in the business, Engbers leads a service-minded team of financial planners as well as operations and client experience professionals.
“We have worked with so many people over the years who come to us and realize they’ve been so busy making a living that they’ve forgotten to make a life,” Engbers said. “If all we do is help you make sure you have enough assets in your balance sheets to retire by a certain date, I think we’ve fallen short of our true calling. I think that’s important, but we want you to enjoy life along the way. We want you to live for today while planning for tomorrow—that’s True Wealth.”
Pinnacle Wealth offers a variety of financial planning services, including comprehensive written financial game plans, portfolio management, risk management, legacy planning, education, and more.
Pinnacle Wealth
612 E Tan Tara Cir Ste 100
Sioux Falls, SD 57108
605.271.6023
Pinnaclewealth.com
