Ken New, Financial Advisor Email & Phone Number

Pinnacle Financial Wealth Management is a private financial firm dedicated to providing holistic financial management and proactive tax strategies to high net-worth individuals, CPA's, fellow advisors, and attorneys. As founder and owner of Pinnacle Financial Wealth Management for more than 25 years, I have extensive background in financial planning, with a specific expertise in working with CPAs and I host the Proactive Tax Strategies Podcast that showcases strategies that can be used to enhance tax savings for individuals. I'm dedicated to discovering options for income and retirement planning with a definitive strategy to reduce taxes. As a team based consultant, I help CPAs: reduce the risks that come from referring clients to a third party, reduce the risk of losing clients by being more proactive, provide more value and increase client satisfaction, and increase organic growth by giving clients a story worth sharing with family and friends. The economic conditions over the past 1-5 years have created a serious demand for CPAs to become much more proactive and act as the 'trusted business advisor' for their clients. The majority of CPAs aren't able to keep up with these shifting demands in addition to all of the tax law changes. As a team based model consultant, my team and I can help with this new reality.