Pinnacle Wealth Management

We are thrilled to introduce the newest addition to the Pinnacle Wealth Management team, Paul DeLorenzo. Paul joins us as a Financial Paraplanner, bringing with him over 26 years of industry experience specializing in mortgage services and financial strategy.

In his role as a Paraplanner, Paul supports the behind-the-scenes planning and preparation that is essential to your financial success. From gathering and analyzing financial data to developing preliminary strategies and helping prepare for client meetings, Paul’s attention to detail and dedication to client service helps ensure you receive thoughtful, comprehensive advice tailored to your individual goals.

Want to learn more about our team? Visit: https://pinnaclewealthonline.com/our-team/

Life insurance is a cornerstone of financial security — yet many Americans remain underinsured. Learn the latest insights on why life insurance matters more than ever.

Read here:
https://www.forbes.com/advisor/life-insurance/life-insurance-statistics/

Wrapping up Financial Literacy Month on International Financial Independence Awareness Day is the perfect reminder that financial knowledge is the key to freedom. Keep building smart habits, making informed decisions, and working toward financial independence at every stage of life.

Want to continue the conversation? Let’s talk!
(810) 220-6322
https://pinnaclewealthonline.com/