Wealth Planning
Wealth Advisors: Kevin Engbers, CFP®, CEPA®, Dean Bertsch, Nik Aamlid, CFP®, CAP®, Ryan Ovenden, CFP®. Associate Wealth Advisor: Ethan Brouwer; Operations Team: Annette Burns, Relationship Manager, Holly Jacobsen, Director of Operations and Data Management, Myriam Medina, Director of First Impressions, Maren Jensen, Director of Business Development | Pinnacle Wealth
Imagine the doctor calls and tells you that you only have two weeks left to live. What’s the first thing you would do? While no one wants to imagine this scenario, going through this exercise helps uncover the things you value most in life.
Since 2007, Pinnacle Wealth has been guiding people on their journey to True Wealth; a concept made up of nine value-based principles designed to improve your financial confidence and put you on the path to a life you can confidently enjoy.
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 unique meaning and purpose.
Pinnacle’s Founder, CEO, and Wealth Advisor, Kevin Engbers, CFP®, CEPA®, offers more than 35 years of experience in the business and 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 mission.
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
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Ryan Ovenden and Ethan Brouwer are non-registered associates of Cetera Advisor Networks, LLC
