Nik Aamlid, Senior Wealth Advisor, COO - Pinnacle Wealth

Nik Aamlid, Senior Wealth Advisor, COO - Pinnacle Wealth Certifications: CFP®, CKA®, CAP®
Vision: Life Confidently Enjoyed
Mission: Guiding the Journey to True Wealth

Financial goals aren’t just about numbers. They’re about direction. They’re about values. And most importantly: they’...
06/06/2026

Financial goals aren’t just about numbers.

They’re about direction.

They’re about values.

And most importantly: they’re about you.

Wealth Advisor Ryan Ovenden, CFP®, CKA®, believes the most impactful plans begin by asking, “Why?”

“If you had 30 days left to live, what would you do with your time?”

This blog post walks through how values-based financial planning helps clients create goals that can help lead to peace, confidence, and clarity.. no matter their income.

Read now: https://ow.ly/POLu50WuQ6T

You don’t need a perfect system to start. You need clear next steps and the discipline to implement them consistently. R...
05/21/2026

You don’t need a perfect system to start. You need clear next steps and the discipline to implement them consistently.

Real stability begins when you:

• Separate your accounts so your money has a job

• Assign percentages and automate every deposit

• Budget around your baseline, not your best month

• Build buffers that help protect both life and business

• Plan for taxes before they surprise you

• Invest intentionally once your foundation is solid

These small, strategic moves compound into clarity, confidence, and control, even when income fluctuates.

At Pinnacle Wealth, we help self-employed professionals turn variable income into a structured plan that supports both today and long-term wealth.

Consistency creates calm.

Structure creates freedom.

Read the full blog post on financial planning for entrepreneurs here: https://ow.ly/ICNo50YqG9f

05/06/2026

Rock Ranch went from 50 people served in year one to nearly 3,500 today.

Not through aggressive expansion. Not by chasing every opportunity. By doing a few things exceptionally well and stewarding what they had toward something bigger than themselves.

Kevin sat down with Dan and Maria LaRock to talk about calling, partnership, and what it actually looks like to build something that matters. Maria's background in speech therapy shaped the programs. Dan brought the strategy and storytelling. Together they built something neither could have alone.

If you believe your resources... time, money, talent... are meant for more than accumulation, this one's worth your time.

Watch or listen here:
Youtube: https://www.youtube.com/playlist?list=PLabQdKOSXuCNiKgVZINvFi8TNaFLBE9sI
Spotify: https://open.spotify.com/show/5Q2PArlpQZO76D6m260ZOp
Apple Podcasts: https://podcasts.apple.com/gb/podcast/true-wealth-podcast/id1862811242
Pinnacle Wealth: https://www.TrueWealthPodcast.com

It’s tempting to celebrate a large tax refund—but is it actually the smartest move?This blog post breaks down how withho...
05/05/2026

It’s tempting to celebrate a large tax refund—but is it actually the smartest move?

This blog post breaks down how withholding strategies and refund sizes can impact your overall financial plan.

📘 Get the full breakdown in the blog: https://ow.ly/an8950W0tZN

Tax season might be over, but the opportunity to plan is just beginning.This blog post shares how reviewing your return ...
04/28/2026

Tax season might be over, but the opportunity to plan is just beginning.

This blog post shares how reviewing your return can reveal ways to improve your strategy for the year ahead—beyond just filing it away.

📖 Read the full blog here: https://ow.ly/LH2m50W0tWZ

Today is the day! Join us for our Shred Event (Wednesday, April 22nd) from Noon to 3pm! Bring your sensitive documents a...
04/22/2026

Today is the day! Join us for our Shred Event (Wednesday, April 22nd) from Noon to 3pm! Bring your sensitive documents and safely shred them (without even leaving your car! Yes, this a drive through event making it easier than ever to organize your important documents.)

And this year, we’ve added an electronics drop box so you can safely dispose of your old cell phones and printers.

Protect your personal info, prevent identity theft, and declutter your space all in one stop!
Download the Shred Day Checklist: https://www.pinnaclewealth.com/insights/blog/events/pinnacless-2026-shred-event-apr-22-2026-vzvdb/

Not every asset is the right one to give away.If it still plays a role in your income, lifestyle, or long-term plans, ti...
04/16/2026

Not every asset is the right one to give away.

If it still plays a role in your income, lifestyle, or long-term plans, timing affects more than just taxes. It can change control and what your heirs may ultimately owe.

Here’s what to think through first: https://ow.ly/Zc8450YE3qC

Self-employed income doesn’t have to feel chaotic. Variable cash flow is part of the journey, but instability doesn’t ha...
04/10/2026

Self-employed income doesn’t have to feel chaotic.

Variable cash flow is part of the journey, but instability doesn’t have to be. The difference isn’t hustle… it’s structure.

Smart self-employed planning starts with purpose, not projections. When your income fluctuates, your why becomes the anchor that keeps decisions clear, disciplined, and aligned.

A strong plan can create stability by:

• Building off baseline earnings

• Separating business and personal finances

• Using bucketed accounts for income, taxes, reserves, and spending

• Automating your money flow, even in slower months

• Prioritizing reserves that help protect your peace

Big months aren’t for lifestyle inflation, they’re for opportunity, tax strategy, and long-term growth.

If you’re self-employed, your plan should work with your income patterns, not against them.

At Pinnacle Wealth, we help you build clarity, confidence, and a financial system rooted in purpose… not volatility.

Structure creates freedom.

Read the full blog post on financial planning for entrepreneurs here: https://ow.ly/M1k350YqG6r

03/05/2026

Delayed gratification is not a lesson you teach once. It is a mindset that grows through real-life moments.

During a family staycation, a young nephew had the chance to grab a prize right away. But he waited. Instead of reaching for a pack of baseball cards, he chose a gift card and smiled... knowing it could buy him four packs later. That small choice showed a deep understanding of value, patience, and purpose.

Watch or listen to Episode 4 of the True Wealth Podcast on YouTube, Spotify, or Apple Podcasts.

Listen on:
Youtube: https://www.youtube.com//playlists
Spotify: https://open.spotify.com/show/5Q2PArlpQZO76D6m260ZOp
Apple Podcasts: https://podcasts.apple.com/gb/podcast/true-wealth-podcast/id1862811242
Pinnacle Wealth: https://www.pinnaclewealth.com/true-wealth-podcast/

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