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?
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 advice approach
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.
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.
Our solutions
About Thrivent
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given.
Community impact
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.
Events
2024-07-09T22:30:00
Savvy Social Security & Savvy Tax Strategies
Strategies to help maximize your social security income
Join us as we cover these common questions: When should I file for Social Security benefits? If I file and continue to work, how will my benefits be affected? Will I pay taxes on my Social Security benefits? Don’t miss out on potential opportunities to
maximize your retirement income!
Learn how to avoid common mistakes when it comes to your investment portfolio, health care and estate strategies.
Registration is required! Please call (715) 623-5279 to reserve a spot for you and a family or family member today. Refreshments and hor d'oeuvres will be served.
This session is hosted by Financial Consultant Travis Rose, FIC, CLTCr, CEPA and Financial Associate Jeff Breit, RICPr, MS, CEPA.
News and insights
Office information
Address:
815 Superior StAntigo, WI 54409
Operating Hours:
M – Th: 8:00AM - 4:30PM F: 9:00AM - 1:00PM
Operating Hours:
M – Th: 8:00AM - 4:30PM F: 9:00AM - 1:00PM
Address:
1613 Main StreetOnalaska, WI 54650
Phone:
715-623-5279Operating Hours:
M – Th: 8:00AM - 4:30PM F: 9:00AM - 1:00PM