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About Us
Our Mission

Pinnacle Wealth Management’s ultimate mission is to help our Clients with their Critical Financial Events and Important Personal Decisions Using Comprehensive Financial Planning and Coaching.

Our Coaching and Investments Services are creative and results driven as well as fair and cost effective. Our commitment at Pinnacle Wealth Management is to listen to our clients and to know them as individuals so that we may better understand their passions, needs and concerns. We use State of the Art Technology as well as research and pioneer new Coaching and Investment Strategies that will help to build confidence in our Clients’ Personal and Financial lives and to those of their Family.


Why Us?

In today’s crowded financial services market, high quality and low price are no longer enough to differentiate yourself. With Wall Street investment firms, giant insurance companies and on-line brokerage accounts competing for your business the question remains, which type of firm is best for you? At Pinnacle Wealth Management we believe our process is one that helps us find creative yet sensible strategies for our client’s Critical Financial Events and Important Life Choices. This value will be treated as the cornerstone of our practice.
  • Pinnacle Wealth Management is a boutique wealth management firm where we are Investment Adviser Representatives with American Portfolios Advisor, Inc. an SEC Registered Investment Advisor.
  • You receive professional yet personal attention, advice and financial coaching from professionals who will come to know you.
  • We strive to become your Trusted Advisor searching for creative yet sensible, results driven strategies.
  • Our Broker-Dealer, American Portfolios Financial Services, Inc. is independent and offers a wide variety of investment products, thus we are better able to find the best unbiased solutions for our clients. American Portfolios’ Compliance Department helps ensure that we have obtained the required continuing education and licenses, while assisting it’s Registered Representatives with application and interpretation of SEC, FINRA, and State Securities Rules and Regulations.
  • We have teamed with some of the most respected global wealth managers to assist in managing our client’s assets including AssetMark, BlackRock, Pacific Life, and other Global Managers.
  • We utilize State of the Art Client Interactive Technology to help our clients better understand their financial situation.
  • By design, we are a small boutique firm aligning ourselves with world class money managers, thus we are considered a Manager of Investment Managers. We are proud of our personalized working relationships with our clients. Unlike some large Wall Street firms we must spend our advertising budget wisely. We have chosen to use this money for client education purposes, such as our financial library, and rely on introductions to new people from our clients to help grow our business.
  • Craig H. Cantara CFS, BCS and BCE from the Institute of Business and Finance. The security licenses he holds include Series 24, 6, 7, 22, 63, and 65. Mr. Cantara began his career in 1980. He wrote the forward to the book “The Art of Portfolio Management”.
  • Elizabeth Cantara has been the Director of Operations since 1984.

World Team Sports

Liz and I are honored to be part of the American Portfolios’ Team and participating in the World Team Sports Adventure: The Face of America. This is a two day/115 mile bicycle ride with Wounded Warriors. The ride starts at the Pentagon and ends in Gettysburg. Click here for more.


 
 
 Securities offered through American Portfolios Financial Services, Inc. Member FINRA/SIPC (FINRA/SIPC). American Portfolios Financial Services, Inc. and American Portfolios Advisors, Inc. are not affiliated with any other named business entities mentioned.

This communication is strictly intended for individuals residing in the state(s) of FL, ME and NH. No offers may be made or accepted from any resident outside the specific states referenced.
 


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