The Pinkoski Wealth Management Group
Diverse perspectives. Multi-generational team.
At The Pinkoski Wealth Management Group, diversity of thought and experience is our strength. We bring unique perspectives spanning generational backgrounds to provide our clients with wealth planning and investment portfolio management that aligns your financial affairs with the realities of now, while preparing you for the future’s potential.
We build long-term relationships with entrepreneurs, professionals, and multi-generational families rooted in the fundamentals: risk management, long-term planning, and active asset management. Whether you are at the start of your career and require a portfolio built around your goals and ambitions, or you are in more established stages in life where retirement and legacy protection are crucial, We are here to help.
Every decision is guided by a clearly laid out and consistently adjusted plan, pursued with trust, transparency, and integrity. As your financial advisory team, we have fiduciary duty to act in your best interest. Our discretionary managed program gives us the agility to pivot your portfolio to uphold your values, while managing risk and protecting your legacy.
We’re here to guide you through life’s decisions — regardless of what those decisions are. We work with your outside counsel in conjunction with Richardson Wealth’s Tax & Estate Planning Team to ensure no element of your wealth plan is overlooked.
We strive to provide you with a holistic approach to our wealth planning services that covers all aspects of your personal wealth, ensuring you, your family, and the generations to follow can feel financially confident.