Your Vision. Our Expertise.
Custom financial strategies for people who expect more.
Independent. Experienced. Relationship-Focused.
For over 30 years, Craig Hassel and the team at Pinnacle Wealth Strategies have helped clients simplify complexity and plan with purpose. We’re an independent firm focused on delivering tailored strategies and a highly personalized client experience.
We Help Clients Who Are...
- Focused on protecting and growing wealth
- Navigating a major financial decision or life event
- Delegators who still want to stay informed
- Holding $2M+ in investable assets
- Serious about legacy, family, and financial goals
- Wealth & Investment Management
- Retirement Planning
- Insurance & Estate Planning Strategies
- Cash Flow, Education & Tax Planning
- Independent & Customized Advice
- Personalized Planning with No Jargon
- A Long-Term Steward, Not a Salesperson
- Unmatched Responsiveness & Care
Craig has been our financial advisor for over 10 years. In that time, he has done such an excellent job managing our investment portfolio that we have referred family and friends. Craig is very knowledgeable and savvy. He has great instincts, is creative and proactive, and offers thoughtful recommendations. He listens carefully, keeps us well-informed, is practical, and respects and accommodates our perspectives and wishes. We are very grateful for everything he has done for us!
My husband and I have known Craig since before the birth of our first child. At that time, Craig told us how much we would need to save to put our son through college. We thought he was nuts, but we trusted his advice, opened a 529 plan, and began saving as he suggested. Nearly twenty-five years later, Craig has helped us save enough to put all three of our children through college. Craig didn’t just stop there—he guided our children in setting up their own investment accounts with money they earned from small jobs and birthday gifts, helped me build my retirement plan, and advised me in growing my business earnings. In addition, Craig has been hands-on with my clients, walking them through the process of establishing and distributing estate assets, and providing invaluable guidance as they navigated investing their inheritances. Craig has truly been a part of our family. Beyond finances, he has mentored my son as he explored career options, always offering thoughtful advice and encouragement. His expertise, dedication, and personal care have made an immeasurable difference in our lives.
Craig has been my financial advisor for many years, and I couldn’t be more satisfied. He takes the time to explain clearly, listens to my concerns, and provides thoughtful guidance tailored to my goals. I trust him completely with my financial future.
These statements are testimonials by clients of the financial professional as of 08/18/2025. The clients have not been paid or received any other compensation for making these statements. As a result, these clients do not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.