Pinnacle Wealth CEO On Fiduciary Responsibility And His Goal-Oriented Approach

Michael McCord, Founder & CEO, Pinnacle Wealth Management met with Julie Cooling, Founder & CEO, RIA Channel to discuss being a fiduciary and his goal oriented-approach to financial planning.

Founded in 1998, Pinnacle Wealth currently manages over $100 million in assets. Serving a range of private and corporate clients, the independent advisory is also a fiduciary. “There’s no sales goals … you’re my CEO and I’m your CFO,” explains McCord.

“The biggest concern for my clients is running out of money when they’re older,” he says on taking a goal-oriented approach to financial planning and comprehensive wealth management.  Rather than just using investments to put a portfolio together,  McCord emphasized that “it’s more about where they want to be.”

SHARE