Pinnacle Private Wealth News
“Going independent and taking ownership of our books of business were our main goals. At Commonwealth, we found that aligning with another independent firm would allow us to choose our own path forward while also receiving the freedom and support we need to expand our retirement plan offering.”
- Todd Funk
“They have everything we need to run and grow our business in the way that works for us. Their retirement team will help us serve more small businesses. And with the added products and robust technology, it checks off all the boxes for us. We’re really excited about this new partnership.”
- Kelly Watzka
Connect With Us:
Office Address:
Mailing Address:
PO Box 216
Kimberly, WI 54136
(920) 326-1880