From the Base..to Creating Wealth…to the Pinnacle.

Pinnacle Plus Wealth Management believes the process of generating wealth begins as soon as your financial base is secured and income accelerates. The following strategies make up the core of wealth creation:

Retirement, Education and Other Accumulation Needs Analysis -Project the amount of money you need at retirement, for education, and any other accumulation goals. Find the annual savings required to meet those objectives.

Asset Allocation-Create an investment policy statement that details your investment portfolio design– balanced with the returns desired and the amount of risk you are willing to withstand.

Tax Management-Analyze strategies to help minimize taxes, including the use of an appropriate tax-advantaged retirement plan and tax-efficient investing.

Estate Planning -Implement estate planning tools beyond a simple will– such as applicable credit trusts and irrevocable life insurance trusts. Create and set in motion asset protection strategies.

Pinnacle Plus Wealth Management is a Registered Investment Advisory firm in the State of Kansas.

** Pinnacle Plus Wealth Management and Pinnacle Plus Financial are two separate entities, operating independently from each other. Clients of Pinnacle Plus Wealth Management are not necessarily clients of Pinnacle Plus Financial and the reverse is also true. The broad categories of products and services available through Pinnacle Plus Wealth Management are limited to: Asset Management, Financial Planning, and Advisory Services. These products and services are not offered through Pinnacle Plus Financial. Various insurance company related products are offered through Pinnacle Plus Financial and not offered through Pinnacle Plus Wealth Management.

Jeffry C. Tupper and Matthew Walker are Managing Partners of both Pinnacle Plus Wealth Management. and Pinnacle Plus Financial.

For more information about Pinnacle Plus Wealth Management,
please contact Jeffry Tupper at jtupper@pinnacleplus.com or by phone at (816) 896-0755.