Disclosures

Pinnacle Wealth Planning Services, Inc. doing business as Pinnacle Fiduciary Consulting Group, is an SEC registered Investment Advisory Firm headquartered in Mansfield Ohio.  

Pinnacle Wealth Planning Services, Inc. and its representatives are in compliance with the current registration and/or notice filing requirements imposed upon SEC-registered advisors by those states in which we maintains clients.   Pinnacle Wealth Planning Services, Inc. may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notification requirements.  Important information describing Pinnacle Wealth Planning Services, Inc.’s business operations, services, and fees can be viewed on the SEC’s website at www.adviserinfo.sec.gov. Pinnacle Wealth Planning Services, Inc. will provide its Form ADV disclosure brochure, which serves as the firm’s disclosure document, to all clients.  Copies are also available to interested parties upon request. Please contact Pinnacle at 419-526-5226 to request a copy of our current disclosure brochure.

This Site is published in the United States for residents of the United States. Pinnacle Wealth Planning Services, Inc. is not soliciting business in international jurisdictions where it is not registered.

Past performance is not indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Pinnacle Wealth Planning Services, Inc.) made reference to directly or indirectly by Pinnacle Wealth Planning Services, Inc. in its Web site, or indirectly via a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s).

Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy (including investment strategies detailed on this Web site by Pinnacle Wealth Planning Services, Inc.) will be either suitable or profitable for a client's or prospective client's portfolio and may result in a loss of principal. Accordingly, nothing on the Pinnacle Wealth Planning Services, Inc. Web site should be constructed as a solicitation or offer, or recommendation to acquire or dispose of any investment or to engage in any other transaction. Pinnacle Wealth Planning Services, Inc. does not render or offer to render personal investment advice or financial planning advice through our Web site. Pinnacle Wealth Planning Services, Inc.’s specific advice is given only within the context of our contractual agreements with each client. The Pinnacle Wealth Planning Services, Inc. Web site is limited to the dissemination of general information pertaining to its investment advisory and financial planning services.   Advice may only be rendered after delivery of the Form ADV disclosure brochure and the execution of an investment management agreement by the client And PINNACLE WEALTH PLANNING SERVICES, INC.

Our Web site is provided to you without charge as a convenience and for your information only. By providing access to our Web site content, we do not warrant or represent that:

  • The content is accurate or complete;
  • The content is up-to-date or current;
  • We have a duty to update any content;
  • The content is free from technical inaccuracies or typographical errors;
  • Your access to our Web site will be free from interruptions, errors, computer viruses, or other harmful components.

We do not assume any liability for these matters. In other words, you use our Web site at your own risk. Under no circumstances, including but not limited to negligence, shall we be liable for any direct or indirect, special, incidental or consequential damages. This includes loss of data or profit arising out of the use or the inability to use the content of this Web site, even if one of our representatives has been advised of the possibility of your damages. Some jurisdictions do not allow the exclusion or limitation of liability for consequential or incidental damages. In such jurisdictions, our liability is limited to the greatest extent permitted by law.