Tim Metcalf
My Mission Statement
OUR STORY
Integrity. Exceptional Service. Commitment to Improvement.
At Pinnacle View Wealth Management our journey began with a singular vision: to provide high-net worth families unparalleled wealth management services rooted in integrity, exceptional service, and a steadfast commitment to continuous improvement.
Integrity is the cornerstone of our practice. From day one, we have been dedicated to building trust with our clients through transparency and honesty. We believe that strong, enduring relationships are built on trust, and we strive to earn and uphold that trust every day.
Our commitment to exceptional service drives everything we do. We understand that each family's financial situation is unique, and we take pride in offering personalized solutions that reflect your individual goals and aspirations. Our team of seasoned professionals is always ready to go the extra mile, ensuring that every interaction is marked by attentiveness, responsiveness, and care.
We are unwavering in our commitment to improvement. In the ever-evolving world of finance, staying ahead means continually seeking knowledge and refining our strategies. We invest in ongoing education and leverage the latest tools and technology to provide innovative solutions that keep your financial plan aligned with your goals.
From comprehensive financial planning and strategic investment management to proactive tax and estate planning, we offer a holistic approach to wealth management. Our goal is to simplify the complexities of your financial life, allowing you to focus on what matters most: enjoying your wealth and securing your legacy for future generations.
At Pinnacle View Wealth Management, we are more than just financial advisors; we are dedicated in helping navigate the path to your goals. We would very much like to hear your story and help provide you with a solution. Contact us today.
NMLS#: 1993708
The Pinnacle View Process
"Our process is designed to help you plan for life's challenges and support you through difficult times. We want you to have confidence that you have a guide beside you every step of the way."
-Tim Metcalf
Our Comprehensive Wealth Management Process
Step 1: Discovery
We take the time to understand your unique hopes, dreams, and goals. We conduct an in-depth analysis of your assets, entities, and the progress you have already made toward achieving your objectives. This holistic approach helps ensure we have a complete picture of your financial landscape.
Step 2: Plan Development and Delivery
We meticulously process all gathered data to formulate a customized recommendation tailored to your specific needs and aspirations. Our comprehensive plan addresses all facets of your financial life, elping ensure a strategic and cohesive approach to wealth management.
Step 3: Plan Implementation
We put our recommendations into action. Our team of professionals execute the plan with precision, coordinating all aspects to help ensure seamless integration with your existing financial structure and optimizing for efficiency and effectiveness.
Step 4: Ongoing Strategy Conversations
We believe that wealth management is an ongoing process. Through regular Strategy Conversations, we continuously monitor and adjust your plan to reflect changes in your life and the financial landscape. Our proactive approach helps ensure that your strategies remain aligned with your evolving goals, providing you with financial confidence.
This formalized process highlights our dedication to thorough, personalized, and dynamic wealth management services.
Our Full Scope of Capabilities
At Pinnacle View Wealth Management, we offer a full scope of wealth management services, ensuring you and your family are at the center of everything we do. We serve as your guide to navigating and accessing the knowledge of our team and the extensive resources of Morgan Stanley. Through our process, we seek to understand your specific situation and determine the right resources to bring to you.
Family governance and dynamics, lifestyle advisory, and educational programs to align your financial strategies with your family's unique needs.
Comprehensive wealth transfer and trust strategies, current will, trust, and insurance review, coordination with outside legal and tax advisors, and donor advised funds.
Alternative Investments, portfolio construction and management, open architecture platform, and exclusive co-investment opportunities.
Opportunities in public equity, debt and alternative investing, green bonds and structured products, custom and discretionary portfolios, and comprehensive screening, reporting, and engagement tools.
Securities-based lending, residential mortgage lending, tailored lending solutions, and cash management services.
Client Resources
Client Service Team
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
8Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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Awards Disclosures
