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.

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.

If you or someone you know has a preexisting health condition, you may have wondered whether life insurance is still an ...
10/07/2026

If you or someone you know has a preexisting health condition, you may have wondered whether life insurance is still an option. The good news is that it often is. You just need to take the right approach. Swipe to learn more.

If you'd like to explore your life insurance options or have any questions, feel free to reach out. We are happy to help.

Since October is Long-Term Care Planning Month, we want to share information about the impact of long-term care planning...
10/05/2026

Since October is Long-Term Care Planning Month, we want to share information about the impact of long-term care planning on retirement and financial security. Swipe through for a few of the most common questions we hear about long-term care planning.

If you'd like to discuss your long-term care planning options, please feel free to contact us. We are always happy to help.

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 20...
10/02/2026

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 2027–2028 academic year, it is a good idea to get started on the process early. So, with that in mind, our team wanted to share a few early steps that can help streamline the process:

🔹Create or verify your StudentAid.gov account.
🔹Gather essential financial documentation, including 2025 tax returns, W-2s, and income records.
🔹Determine which parent(s) or contributor(s) will be required to provide information, if necessary.
🔹Review college, state, and scholarship deadlines, as many institutions award aid on a first-come, first-served basis.

While the federal FAFSA deadline is June 30, 2028, many colleges and states set earlier priority deadlines for aid consideration, so submitting your application early can improve access to institutional, state, and need-based aid.

If you have questions about college funding strategies or how education expenses align with your overall financial plan, please contact our office. We are here to assist you.

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, es...
10/01/2026

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.

Address

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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