Wealth Pinnacle Inc.


401(k) Rollover Made Easy




Rolling over your 401(k) to an IRA is easy and very beneficial.

Among the advantages are:


Taking Control of Your Retirement Assets


Greater Investment Choices


Professional Management


Customized Solutions​


Potentially Lower Fees


Risk Management



Take Control of Your Retirement



Do you have retirement assets all over the place? Are you managing your investments the right way? Are you taking too much risk? Bringing everything together can give you more control over your investments and make your money work harder for your retirement.



Your Wealth Pinnacle Rollover Specialist can:


~ Roll over 401(k) money and invest it according to your goals


~ Consolidate your IRAs to get a clear picture of your investments


~ Provide you with more investment choices and advice


~ Handle your account setup and make account transfers hassle free



Greater Investment Choices &
Professional Management



We invest in U.S. and international stocks, fixed and floating-rate bonds, and exchange-traded funds (ETFs). We can use commodities and real estate investment trusts (REITs) to protect against inflation. Your Wealth Pinnacle Investment Adviser will choose the right solutions for your unique situation and create a customized portfolio to achieve your goals. You will have a private account in your name with a leading national brokerage firm. We place trades with an institutional trading team at a national brokerage firm representing your best interests and delivering quality execution. Wealth Pinnacle uses leading national brokerage firms to provide asset custody and safeguarding, brokerage services, and operational support. These brokerage firms have a great deal of experience catering to the needs of independent Investment Advisers and their affluent clients. They have developed innovative products and services specifically designed to support the financial planning and portfolio management services that independent advisers provide to affluent investors.



401(k) Fees and Risks



Did you know that 401(k) mutual funds have internal fees deducted directly from the fund? These fees can add up.


Are you in the right investments?


Are you taking too much risk?


Will you have enough to retire?


Do you get professional advice?



Easy



We can open your new brokerage account in just a few minutes, and in many cases we can even contact your old company for you. We make it easy to take control of your retirement investments and plan for success.



Contact us



Let a Wealth Pinnacle Rollover Specialist help you take control of your retirement. Contact us today for a free, no-obligation consultation.










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Dayton, OH

937-329-4000

info@wealthpinnacle.com