Proactive Tax Strategies

Description

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. Ken New brings more than 25 years of financial industry experience and is the founder & owner of Pinnacle Financial Wealth Management and the host of the Proactive Tax Strategies Podcast. Ken New is dedicated to discovering options for income and retirement planning with a definitive strategy to reduce taxes. Securities offered through Arete Wealth Management, LLC, members FINRA, and SIPC. Investment advisory services offered through Arete Wealth Advisors, LLC an SEC registered investment advisory firm. Pinnacle Financial Wealth Management, AWA and AWM are independent entities. The information in this material is neither intended as financial, tax, or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Industry

podcast, youtube