Market Investment Services

Investment Strategies

Kee, Huchok and Pinnacle Wealth Planning Services, Inc. offer investment advisory services with integrated multiple investment disciplines and administrative functions. We provide a single high quality source to meet your investment advisory needs. Our philosophy is one of disciplined planning, flexibility, responsibility and a high level of monitoring for risk and performance.

Risk Assessment

A key element in any successful financial plan is assessing the risk tolerance of each investor. Kee, Huchok in collaboration with Pinnacle Wealth Planning Services works closely with all of our investment clients to ensure that your investment portfolio is balanced against your risk tolerance.

Tax Planning

Kee, Huchok & Co. takes a proactive approach to tax planning. We utilize tax planning to minimize the tax burden and increase your remaining profit. A tax plan lets you avoid surprises and possibly time transactions to minimize or defer your tax liability.

Estate Planning

Estate planning is the process of accumulating and dispersing of an estate to maximize the goals of the estate owner. Kee, Huchok working with Pinnacle Wealth Planning Services can help you establish your estate planning goals. We help ensure that the greatest amount of your estate passes to the intended beneficiaries. We also help you select from the various estate planning tools such as wills, trusts and life insurance to minimize estate taxes and probate costs.

Personal Financial Plans

Kee, Huchok and Pinnacle Wealth Planning Services offer comprehensive financial planning. We strongly believe every client needs a professionally prepared financial plan to help them identify and achieve their personal and financial goals. Each plan is reviewed at least annually to monitor financial projections and other important financial planning issues. By periodically reviewing your plan, beneficial measures can be taken to keep you on track in achieving your financial goals.

Contact us about our Investment Portfolio Services.

Please use the following guide to explore specific Kee, Huchok and Co. services: