Pinnacle Wealth Management

05/19/2026

We’re excited to welcome Joe Valentine to the PWM team as our new Client Services Specialist!

Joe brings more than six years of client service and customer relations experience, along with strong organizational and operational support skills developed across a variety of service-focused roles. He is known for his professionalism, communication, and commitment to delivering an exceptional client experience.

In his role, Joe will support the overall client service experience, daily operations, and planning functions to enhance the way we serve our clients.

Please join us in welcoming Joe to the PWM team!

04/21/2026

A sincere thank you to the Greenville Citadel Club for hosting a meaningful event and making a lasting impact on the lives of future leaders.

We were honored to participate in an event that supports cadet student-athletes and provides scholarships for non-athlete cadets.

Please join us in congratulating our team on their 1st place finish at this year’s tournament. ⛳️

04/06/2026

Small steps lead to meaningful progress.

It’s America Saves Week.
This year’s theme: Own Your Financial Story — Small Steps, Big Impact.

Progress doesn’t happen all at once—it’s built one step at a time.

What’s one step you’re ready to take? 👇

03/31/2026

We’re proud to recognize an important accomplishment for one of our own.

Join us in congratulating Brittany Valentine on earning her MBA in Organizational Management from Eastern University.

Her dedication to ongoing professional growth reflects her commitment to supporting our team and enhancing the overall effectiveness of our firm. With a focus on improving capacity, refining workflows, and increasing efficiency, Brittany brings greater alignment and direction to our operations.

03/25/2026

A thoughtful financial plan brings clarity to your decisions, confidence in your direction, and care to every step along the way.

We’re here to guide that process—with intention and care.

02/23/2026

Spring isn’t the only time for fresh starts.

At Pinnacle Wealth Management, we believe clarity begins with understanding — where you are today, and where you want to go.

A clear financial picture provides the foundation for confident decisions and long-term peace of mind.

02/09/2026

Saturday was a beautiful morning on the Anderson University campus for a race benefiting cancers impacting women. Our team was thankful to participate in such an incredible event and enjoyed meeting the AU and Culver's mascots.

Thank you to Spero Financial for putting this together.

01/30/2026

01/28/2026

January is Financial Wellness Month, and today is also Data Privacy Day.

Financial wellness isn’t just about organizing and planning your money—it’s also about being mindful of how your personal and financial information is handled.

Strong passwords, secure logins, and regularly reviewing your accounts are simple habits that support responsible financial management. They help you stay informed and intentional about everything you’re building.

True peace of mind starts with clarity, care, and thoughtful preparation.

01/23/2026

“Financial planning doesn’t have to be overwhelming — it can be empowering. What’s one money myth you’re ready to leave behind this year?”