Jeff Breit - Pinnacle Wealth Management Group

Jeff Breit - Pinnacle Wealth Management Group Helping make the complicated, simple

04/29/2026

New home, same mission. Staying focused on you.

04/29/2026

A successful retirement and estate plan doesn't happen by chanceโ€”it happens through intentional decisions, education, and guidance.

Too often, complacency or the belief that "everything will work itself out" can stand in the way of long-term happiness and financial confidence. The reality is, the choices you make today directly impact the life you live tomorrow.

Putting pride aside and asking the right questions can be one of the most powerful steps forward. Whether you're just getting started or need a second look at your current plan, having clarity and direction matters.

Let's build a future you can feel confident about.https://www.raymondjames.com/pinnaclewmg/

03/26/2026

Retirement deserves more than guesswork โ€” it deserves a thoughtful plan. Protect what you've built and feel confident enjoying what's ahead.

With personalized planning and disciplined investment management, Pinnacle Wealth Management Group partners with retirees to bring clarity, confidence, and peace of mindโ€”so you can focus on living the life you've worked so hard to create.

11/22/2025

๐—” ๐˜๐—ต๐—ผ๐˜‚๐—ด๐—ต๐˜๐—ณ๐˜‚๐—น ๐˜†๐—ฒ๐—ฎ๐—ฟ-๐—ฒ๐—ป๐—ฑ ๐—ฟ๐—ฒ๐˜ƒ๐—ถ๐—ฒ๐˜„ ๐—ต๐—ฒ๐—น๐—ฝ๐˜€ ๐˜€๐—ฒ๐˜ ๐˜๐—ต๐—ฒ ๐˜€๐˜๐—ฎ๐—ด๐—ฒ ๐—ณ๐—ผ๐—ฟ ๐—ฎ ๐—ฐ๐—ผ๐—ป๐—ณ๐—ถ๐—ฑ๐—ฒ๐—ป๐˜ ๐˜€๐˜๐—ฎ๐—ฟ๐˜ ๐˜๐—ผ ๐˜๐—ต๐—ฒ ๐—ป๐—ฒ๐˜„ ๐˜†๐—ฒ๐—ฎ๐—ฟ.

06/10/2025

Because significant wealth shouldnโ€™t mean added complexity โ€” ๐—ถ๐˜ ๐˜€๐—ต๐—ผ๐˜‚๐—น๐—ฑ ๐—บ๐—ฒ๐—ฎ๐—ป ๐—ณ๐—ฟ๐—ฒ๐—ฒ๐—ฑ๐—ผ๐—บ.

05/27/2025

๐—ช๐—ฒ ๐—ฐ๐—ฎ๐—ป ๐—ผ๐—ณ๐—ณ๐—ฒ๐—ฟ ๐˜†๐—ผ๐˜‚ ๐—ฎ๐—ป ๐—ฎ๐—ฟ๐—ฟ๐—ฎ๐˜† ๐—ผ๐—ณ ๐—ฝ๐—ฒ๐—ฟ๐˜€๐—ผ๐—ป๐—ฎ๐—น๐—ถ๐˜‡๐—ฒ๐—ฑ ๐˜€๐—ฒ๐—ฟ๐˜ƒ๐—ถ๐—ฐ๐—ฒ๐˜€, ๐˜€๐˜‚๐—ฝ๐—ฝ๐—ผ๐—ฟ๐˜ ๐—ฎ๐—ป๐—ฑ ๐—ด๐˜‚๐—ถ๐—ฑ๐—ฎ๐—ป๐—ฐ๐—ฒ ๐˜๐—ต๐—ฎ๐˜ ๐—ฐ๐—ฎ๐—ป ๐—ต๐—ฒ๐—น๐—ฝ ๐—บ๐—ฎ๐—ธ๐—ฒ ๐—ฎ ๐—ฝ๐—ผ๐˜€๐—ถ๐˜๐—ถ๐˜ƒ๐—ฒ ๐—ฑ๐—ถ๐—ณ๐—ณ๐—ฒ๐—ฟ๐—ฒ๐—ป๐—ฐ๐—ฒ ๐—ถ๐—ป ๐˜๐—ต๐—ฒ ๐—ฝ๐˜‚๐—ฟ๐˜€๐˜‚๐—ถ๐˜ ๐—ผ๐—ณ ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—ด๐—ผ๐—ฎ๐—น๐˜€.
https://www.raymondjames.com/pinnaclewmg/

05/19/2025

Annuities arenโ€™t for everyone, but they can work nicely for this goal.

For more information, see Annuities (thrivent.com). Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

Sending love and gratitude to all the moms and mother figures who made us who we are today. Happy Motherโ€™s Day!
05/11/2025

Sending love and gratitude to all the moms and mother figures who made us who we are today. Happy Motherโ€™s Day!

04/21/2025

Jeff grew up in Fond du Lac, Wisconsin, and earned his bachelorโ€™s and masterโ€™s degrees from of the University of Wisconsinโ€“La Crosse. He lives in La Crosse with his wife, Traci, and their two children, Thomas and Madi. In their free time, Jeff and Traci love to go on family adventures with their kids.

For disclosure information, see thrivent.com/social.

Happy Easter to you and your family! Hope your day is filled with celebration and special moments.
04/20/2025

Happy Easter to you and your family! Hope your day is filled with celebration and special moments.

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Onalaska, WI

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

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