Disclosures
Effective Date: May 2026
Last Updated: May 2026
At Pinnacle Wealth Advisors (“Pinnacle,” “we,” “us,” or “our”), transparency and integrity guide how we serve our clients. The following disclosures are provided to help you understand the nature of our services, responsibilities, and the limitations of information shared on this Website.
Fiduciary Commitment
Pinnacle Wealth Advisors is a registered investment advisor and operates as a fiduciary.
This means:
- We are legally and ethically obligated to act in your best interest at all times
- We provide advice that is aligned with your goals, needs, and financial situation
- We aim to avoid conflicts of interest and fully disclose any that may exist
- We are a fee-based investment advisor firm. This means that we do not receive compensation or commissions of any kind in connection with your purchase of any securities
Our role is to provide objective, personalized guidance designed to support your long-term financial success.
General Investment Disclaimer
All investing involves risk, including the possible loss of principal. There is no guarantee that any investment strategy will achieve its intended results.
Important considerations include:
- Market conditions can change at any time
- Different strategies carry varying levels of risk
- Investment outcomes will differ based on individual circumstances
You should carefully evaluate your financial situation, risk tolerance, and investment objectives before making any decisions.
No Investment Advice Through Website
The content on this Website is provided for informational and educational purposes only and should not be interpreted as:
- Personalized investment advice
- A recommendation to buy or sell any security
- An offer to provide advisory services
Any examples, case studies, or illustrations are general in nature and may not reflect your specific situation.
A formal advisory relationship is only established through a signed agreement and appropriate onboarding process.
Performance Disclaimer
Any references to historical performance, market returns, or investment outcomes are provided for illustrative purposes only.
- Past performance is not indicative of future results
- There is no assurance that any investment strategy will be successful
- Actual results will vary based on market conditions and individual factors
Third-Party Information
This Website may reference or link to third-party data, tools, or websites.
While we believe these sources to be reliable:
- We do not guarantee their accuracy or completeness
- We are not responsible for content provided by third parties
- Use of third-party resources is at your own discretion
Registration & Regulatory Disclosure
Pinnacle Wealth Advisors is a registered investment advisor.
- Registration does not imply a certain level of skill or training
- Additional information about our firm, including our Form ADV, is available:
- Upon request
- Via the SEC’s website: https://www.adviserinfo.sec.gov
No Guarantee of Results
Financial planning and investment management involve uncertainty. Pinnacle does not guarantee:
- Investment performance
- Protection from loss
- Achievement of financial goals
Our role is to provide guidance, discipline, and strategy—but outcomes are influenced by many external factors.
Contact Us
If you have questions about these disclosures or our services, please contact:
Pinnacle Wealth Advisors
9200 SE Sunnybrook Blvd Suite 170, Clackamas, OR 97015
hello@thinkpinnacle.com
(503) 654-5100