Behavioral finance

When you see a headline about the market, does it impact your day?

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Behavioral finance

Empowering you through guided advice

We believe the measure of financial success isn't just what you've accumulated, it's what it enables. That's why we work with you to help bring clarity and intention to your financial plan. Our role is to help you use your wealth with purpose to support what matters most.

Advisor photo for Adam Palen

Adam Palen


Financial Advisor
Chief Executive Officer of
A private wealth advisory practice of Ameriprise Financial Services, LLC

Ameriprise has been recognized by Forbes as one of America’s Best Companies 2026

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Tax Control Triangle
Financial planning puzzle
Guiding you toward your financial...
Tax Control Triangle

Did you know there are tax-efficient investing strategies available that may be right for your needs?

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Tax Control Triangle
Financial planning puzzle

How do we get started accomplishing what matters most to you?

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Financial planning puzzle
Guiding you toward your financial pinnacle

At Pinnacle Private Wealth Group, we believe reaching your financial goals should feel purposeful, not overwhelming. Just as every summit begins with a solid plan and a trusted guide, we help individuals and families across Minnesota, Wisconsin, and Iowa navigate their path with clarity and confidence.

Our personalized planning approach adapts to each life stage and legacy goal, offering thoughtful guidance at every step. Whether you're:

  • Starting to build long-term wealth
  • Planning a prepared and meaningful retirement
  • Preparing to transfer assets across generations

We’re here to support your journey with steady insight and strong relationships. When you're ready to reach higher with a team that understands what matters most, we’re ready to climb with you.

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