Pinnacle Wealth Management

Pinnacle Wealth Management is a financial planner in Mauldin, SC, located at 140 Bridges Rd ste d. The firm provides investment management and strategic wealth planning to the Greater Greenville area and beyond, as well as virtual services to clients across the United States. It holds a 5.00 rating based on 22 reviews.

As a full-service financial consulting firm, the team offers a variety of non-proprietary investment choices. Their services include comprehensive tax planning designed to analyze investment income, retirement accounts, and estate considerations to manage liability and maximize after-tax returns. The firm focuses on a planning process that balances asset management with liquidity needs and access to funds. The team possesses over 40 years of combined experience in the financial industry. Micah Valentine, CPFA, serves as the Founding and Managing Partner, bringing more than 16 years of industry experience to the firm. Robbie Davis, RFC, CPFA, serves as a Senior Wealth Planner with 16 years of expertise. The staff also includes Operations Manager Kenzy Davis, Marketing Director Brittany Valentine, and Office Manager Kristy Shick. The firm is backed by LPL Financial.

Pinnacle Wealth Management is known for its solid reputation among the customers it has served. The firm provides personalized financial guidance and strategic planning for clients in Mauldin and the surrounding Upstate region.

Pinnacle Wealth Management brings over four decades of combined financial expertise to Mauldin, offering residents and remote clients alike a locally rooted, nationally connected approach to investment management and strategic wealth planning.

The firm sits on Bridges Road just 38 meters from the thoroughfare itself and about 0.1 miles from the Golden Strip Freeway. It is located near GE Vernova Park and Gilder Creek, both roughly 0.3 miles away.

BizScoreAI awarded the business an Authority score of 100 out of 100, which confirms the website clearly shows who is behind the firm to build trust with AI assistants and search engines. The Technical score of 94 out of 100. The business ranks number 2 of 3 Financial planner businesses that BizScoreAI has scored in Mauldin.