Pinnacle Wealth Management

CONNECT

Address:

140 Bridges Road
Suite D
Mauldin, SC 29662

Phone:

864-406-3324

Fax/Other:

864-416-5266

Corey T. Myers, CFP®, AAMS®, CRPC®

Wealth Planner

In a trusted advisor you need a partner for your future. It goes beyond managing investments; it’s ultimately about managing your plan and your decisions. Your decisions and reactions to the market and/or headlines of the day can be your own worst enemy. To be successful, you must know the following: • Where do you want to go/what is important to you? • How much risk are you comfortable with to get there? • How much risk do you need to take to get there? • What are reasonable expectations? I walk you through determining you risk number, which quantifies in real dollar figures (not simply a percentage) what risk you will tolerate. We next look at your current portfolio to determine its risk portfolio and expenses.

I offer the following services to businesses and individuals: • Fee-only Planning • Fee-based Investment Management • Risk Management/Insurance Planning

Phone 864.501.9992
Mobile Phone 864.561.6408