Pinnacle Financial Wealth Management

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Pinnacle Financial Wealth Management Pinnacle Financial Wealth Management is a private financial planning firm founded & owned by Ken New.

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 30 years of financial industry experience and is the founder & owner of Pinnacle Financial Wealth Management and the host of the Proactive Tax Strategies Podcast. He has such a unique and wide range of expertise in the financial industry that he is a member of the prestigious Million Dollar Round Table and a past officer of the National Association of Insurance and Financial Planners. Ken New is dedicated to discovering options for income and retirement planning with a definitive strategy to reduce taxes.

Looking for a festive Halloween dinner that will impress the whole table? These Jack-o'-Lantern Stuffed Peppers from All...
10/28/2026

Looking for a festive Halloween dinner that will impress the whole table? These Jack-o'-Lantern Stuffed Peppers from AllRecipes are as fun to make as they are to eat.

It's festive, filling, and, honestly, pretty impressive-looking when it comes out of the oven. Our team couldn’t resist sharing!

Wishing you and yours a safe and happy Halloween!

đź“–: https://www.allrecipes.com/recipe/8284459/jack-o-lantern-stuffed-peppers/

When a life insurance policy pays a death benefit, beneficiaries may have more than one way to receive the funds. Unders...
10/27/2026

When a life insurance policy pays a death benefit, beneficiaries may have more than one way to receive the funds. Understanding the available settlement options can help individuals choose an approach that aligns with their financial goals, income needs, and long-term plans. Swipe to learn more.

Every financial situation is unique, and the right settlement option will depend on individual needs and objectives. If you have questions about life insurance settlement options or would like guidance on your choices, contact our team today. We're happy to help.

October is National Estate Planning Awareness Month, a great reminder that estate planning is not just for the wealthy o...
10/26/2026

October is National Estate Planning Awareness Month, a great reminder that estate planning is not just for the wealthy or the elderly. It is something everyone should consider, no matter where they are in life.

Swipe through this month's quiz to test your estate planning knowledge and pick up a few important facts along the way!

If you have questions about estate planning or want to talk through your financial planning options, give us a call. We are here to support your financial journey.

10/21/2026

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, especially as market volatility has been top of mind for many investors. Swipe through for a few tips to help keep the focus on steady, thoughtful planning.

Feel free to share these tips with anyone who may find them helpful. And as always, if you have questions about your current plan or would like to talk through your strategy, please contact us.

National Retirement Security Week is a great reminder that building a confident retirement starts with the decisions you...
10/19/2026

National Retirement Security Week is a great reminder that building a confident retirement starts with the decisions you make today. Even if retirement is a long way off, taking time to review your strategy can help keep you on track toward your long-term financial goals. Swipe to learn more.

If you have questions about your retirement strategy or would like to discuss your long-term financial goals, contact us today. We are here to help.

Life insurance needs change as life does, and that's where laddering comes in. Life insurance laddering can allow you to...
10/15/2026

Life insurance needs change as life does, and that's where laddering comes in. Life insurance laddering can allow you to align your coverage with your evolving financial responsibilities. Swipe through to learn more.

If you're interested in discussing life insurance laddering or wondering if it's the right approach for you, give us a call. We are happy to help.

Building your savings does not always require major lifestyle changes. Often, a few consistent habits can make a meaning...
10/14/2026

Building your savings does not always require major lifestyle changes. Often, a few consistent habits can make a meaningful difference over time. Consider these practical ways to strengthen your financial future:

🔹Automate your savings by directing a portion of each paycheck into a dedicated savings or investment account before you have a chance to spend it.

🔹Set aside funds in your budget for predictable expenses, including taxes, annual bills, or business-related costs, so you're prepared when they come due.

🔹Take a closer look at your spending habits and identify opportunities to reduce unnecessary purchases that may be slowing progress toward your goals.

🔹Review your financial picture regularly. Monitoring your savings, investments, and overall net worth can help you stay focused and make adjustments when needed.

🔹Create specific savings goals for both the short and long term. Having a clear target can make it easier to stay motivated and build momentum.

Everyone's financial journey is different, but developing strong saving habits is a great place to start. If you'd like guidance on creating a savings strategy that aligns with your goals, contact us today.

Choosing the right life insurance is about more than just picking a number; it's about building a plan that fits your li...
10/13/2026

Choosing the right life insurance is about more than just picking a number; it's about building a plan that fits your life now and in the future. That's where life insurance laddering can come in. Swipe to learn more.

If laddering sounds right for you, give us a call today to talk through your options. We're here to help.

National Savings Day on October 12th is a great opportunity to take a closer look at your financial habits and identify ...
10/12/2026

National Savings Day on October 12th is a great opportunity to take a closer look at your financial habits and identify ways to make saving a more consistent part of your routine. In many cases, small, intentional actions can help strengthen your financial foundation over time. Swipe to learn more.

If you would like to discuss savings strategies and financial planning opportunities that fit your goals, contact us today. We are here to support you.

The leaves are falling, the temperatures are cooling down, and fall is officially here. As the year starts to wind down,...
10/09/2026

The leaves are falling, the temperatures are cooling down, and fall is officially here. As the year starts to wind down, now is a great time to check in on anything still on your to-do list before the busy holiday season arrives.

Whether you have questions, need support, or simply want to connect, we are always here to help. Give us a call anytime, this season and every season.

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1351 N Courtenay Pkwy, Suite BB
Merritt Island, FL
32953

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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