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DEVELOPING INNOVATIVE STRATEGIES

HELPING TO ACHIEVE 

YOUR GOALS

ABOUT PINNACLE

Prudent actions are the foundation of what we do at Pinnacle Wealth Management. Our research and due diligence enable us to put together an innovative and well thought out plan matched to your needs. This applies whether you are an individual just starting your career, a family concerned about retirement or a thriving business looking to provide a retirement plan/benefits for your employees. We have access to a broad range of investment and insurance products that enables us to build your custom financial plan.

However, there is one very important step that comes before any of this. Getting to know you. Knowing your goals and aspirations. What you envision for your future.

Through close interaction and communication we can develop a plan that is truly tailored for you.  

Our Services

- Retirement Planning                                             - Life Insurance

- 401(k)/403(b) Review & Analysis                         - Long-Term Care

- Social Security & Income Planning                    - Risk Management

- Business Retirement Plans                                      - Employee Benefits       

 

 

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Adam Bosiljevac
Financial Representative
Owner

Adam has been in the financial industry for over 14 years. He has helped many clients prepare and plan for all different stages of life. Adam graduated from Robert Morris University with a BSBA in Finance.

Adam and his wife reside in Prospect, PA with their three sons and two dogs. They love to spend their time outdoors playing, exploring and finding new adventures.

Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of : PA, AZ, FL, OH, TN, TX, VA

Cambridge and Pinnacle Wealth Management are not affiliated.

Fixed Insurance services offered through Adam Bosiljevac.

Cambridge's Form CRS (Customer Relationship Summary)

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