Empowering your financial future, together.

Pinnacle Wealth Management Group

Pinnacle Wealth Management Group is a team of experienced financial professionals focused on helping you build holistic strategies that reflect your unique values and beliefs. We provide solutions-based comprehensive financial advice through team member specialization and professional collaboration.

Our team offers a full suite of financial services including insurance, investments, small business strategies and dedicated planning services. We proudly serve communities across Wisconsin with offices in Antigo, Onalaska and Pulaski.

Whatever your age and financial stage, we are here to help you plan for the future with confidence. Ready to get started?

Team Intro

Pinnacle Wealth Management Group is a team of experienced financial professionals focused on helping you build holistic strategies that reflect your unique values and beliefs. We provide solutions-based comprehensive financial advice through team member specialization and professional collaboration.

Our team offers a full suite of financial services including insurance, investments, small business strategies and dedicated planning services. We proudly serve communities across Wisconsin with offices in Antigo, Onalaska and Pulaski.

Whatever your age and financial stage, we are here to help you plan for the future with confidence. Ready to get started?

Our story

In 2012, Travis Rose partnered with another Thrivent financial professional to form what is now Pinnacle Wealth Management Group. Travis specializes in providing small business owners with comprehensive solutions and advice to help them in their business and personal endeavors.

four men and two women in professional dress with white background

Our team

Travis Rose

FIC, CLTC®, CEPA

Financial Consultant

Jeff Breit

CEPA

Financial Associate

Scott Greening

CFP®, FIC

Wealth Advisor

Dan Bekx

FIC, BFA™

Financial Associate

Anne Nowak

Director of Operations

Ashley Hable

Practice Development Manager

Our advice approach

Building your financial blueprint

Achieve financial clarity and confidence as you work toward your financial goals and dreams. Our advice approach is designed to be flexible to meet your needs and fluid enough to adapt to life changes. We'll start with a blueprint everyone's on board with and work from there.

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How we work with you

At Pinnacle Wealth Management Group, we are dedicated to delivering the customized strategies and attentive service you deserve. When you work with us, the experience is as much about helping you fulfill your values and sense of purpose as it is about achieving your financial objectives. We are passionate about inspiring you to explore new possibilities and are with you every step of the way.

Elder man and woman sitting at table looking at laptop

Our solutions

Small Business

As a business owner, you know how to build the products, offer services, and run the business. How can we help?

two men and one woman sitting together taking notes and reviewing computer

Advice Services

Our financial advisors focus on providing purpose-based advice that aligns with what you care about most.

Dedicated Planning Services

Comprehensive advice and financial strategies that are in your best interest.

About Thrivent

How we’re different

Whether it’s their faith, families or communities, many Thrivent clients use their finances for something bigger than money. Watch one client’s story and get inspired to follow your heart with Thrivent.

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Thrivent membership benefits

When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.