Pinnacle Financial Wealth Management

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 Podc

ast. 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.

This Life Insurance Awareness Month, we want to highlight an unfortunate reality: too few Americans have adequate life i...
09/02/2026

This Life Insurance Awareness Month, we want to highlight an unfortunate reality: too few Americans have adequate life insurance. The good news is that there are several simple steps you can take to better protect your family’s future.

Swipe for key statistics and steps to consider. As always, we are here to help ensure you have the right life insurance protection. Reach out today for assistance with any of the steps we’ve recommended or to further explore coverage for your family.

September is National Preparedness Month. While many of us may think of emergency kits and storm plans, it’s just as imp...
09/01/2026

September is National Preparedness Month. While many of us may think of emergency kits and storm plans, it’s just as important to prepare financially for life’s unexpected moments.

When it comes to retirement planning, being prepared means building a strategy that can help weather challenges. Swipe to learn more.

If you would like to review your current retirement plan or discuss strategies for preparing for the unexpected, contact me today.

Did you know there’s more than one way to walk away from a life insurance policy that no longer fits your needs? A life ...
08/31/2026

Did you know there’s more than one way to walk away from a life insurance policy that no longer fits your needs? A life settlement allows you to sell your policy to a third party in exchange for a lump sum. This can be a strategic option when premiums become burdensome or your financial priorities shift. Swipe through to learn more about what policies may qualify.

If your life insurance policy no longer aligns with your goals, it may be worth exploring your options. Contact us to discuss your situation and determine whether a life settlement is a good fit for your financial strategy.

July brought mixed signals for investors to sort through, including inflation data, labor market trends, a cautious Fede...
08/29/2026

July brought mixed signals for investors to sort through, including inflation data, labor market trends, a cautious Federal Reserve, the U.S.-Iran conflict, and high-momentum stocks ceding ground as money shifted into other sectors. Swipe through to learn more.

As always, our team is closely monitoring the market and broader economic environment on your behalf. If you have questions about your portfolio or financial strategy, please reach out. We are here to be a resource for you.

August is the season of back-to-school energy, and whether you have children heading to class or are simply looking ahea...
08/28/2026

August is the season of back-to-school energy, and whether you have children heading to class or are simply looking ahead, understanding how to plan and save for education costs is an important financial step. Swipe through this month's quiz to test your college savings knowledge and see where you stand!

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

The term "K-shaped economy" has been appearing more frequently in financial news lately, leaving many people wondering w...
08/27/2026

The term "K-shaped economy" has been appearing more frequently in financial news lately, leaving many people wondering what it actually means and why it matters to investors. Swipe through for an overview of what a K-shaped economy is and what it could mean for your financial outlook.

While economic conditions will continue to evolve, maintaining a disciplined, long-term approach remains one of the most important principles of investing. If you have questions or would like to review your financial plan, please contact us. We are always here to help.

When it comes to investing, “stocks” and “shares” are often used interchangeably, but they actually refer to different a...
08/26/2026

When it comes to investing, “stocks” and “shares” are often used interchangeably, but they actually refer to different aspects of the ownership equation. Swipe through for an overview of their differences.

No matter where you are in your investment journey, understanding the fundamentals can help you make decisions. Contact us today to review your strategy.

Could a current opportunity strengthen your retirement income strategy?Allianz is currently offering a 35% premium bonus...
08/25/2026

Could a current opportunity strengthen your retirement income strategy?

Allianz is currently offering a 35% premium bonus on the Allianz Benefit Control+® fixed index annuity through October 5, 2026.

But here's the important part:

The question isn't simply, “What is the bonus?”

The better question is: “Could a strategy like this have a place in my overall retirement income plan?”

The bonus is credited to the Protected Income Value used to determine lifetime withdrawal income and is subject to the contract's terms and limitations.

We believe opportunities like this should be evaluated as part of a comprehensive retirement income strategy—not in isolation.

👉 Want to see whether it could make sense for your plan? Schedule a conversation with us

🎓 THE CHANGING WORLD OF RETIREMENT PLANNING™ IS BACK!Did you attend our retirement-planning workshop this spring? Or di...
08/24/2026

🎓 THE CHANGING WORLD OF RETIREMENT PLANNING™ IS BACK!

Did you attend our retirement-planning workshop this spring? Or did you register but something come up and you couldn't make it?

Here's your second chance!

We're bringing The Changing World of Retirement Planning™ back to Brevard County this fall for adults ages 50–70.

And yes—it's FREE to attend, including registration and the two-workbook set.

📅 Fall Dates:

• September 10 & 17 — Thursday evenings
• September 15 & 22 — Tuesday evenings
• September 19 — Accelerated Saturday class

📍 Embry-Riddle Aeronautical University – Space Coast, Melbourne

If you attended in the spring and thought, “That was so good, I could use a refresher,” come join us again! If you missed it, now's your chance.

And don't keep the opportunity to yourself—bring a friend, spouse or loved one who could benefit from the conversation.

👉 CALL TO REGISTER (3 2 1) 4 5 0 - 7 0 2 6

Today, our team wanted to share some key information about a life insurance policy issue we’ve seen over the years: insu...
08/24/2026

Today, our team wanted to share some key information about a life insurance policy issue we’ve seen over the years: insufficient coverage. Many people establish life insurance policies, then ignore them for years — even though their income has increased, and they’ve assumed greater financial responsibilities (such as getting married, having children, or taking on a mortgage).

Life insurance is designed to replace your income. If your paycheck supports your household, regardless of what that looks like, your coverage should reflect that responsibility. Swipe for key details on how to estimate your current life insurance needs and when it makes sense to review your policies.

If it’s been a while since you last reviewed your coverage, or if your income has changed significantly since we last spoke, our team would be happy to help you take a closer look and ensure everything still aligns with your current situation.

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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