About Our Team
Our financial advisors are equipped to answer important questions, such as:
- "Do I have enough to retire?"
- "Are my assets safe?"
- "What can I do to maximize my business value?" and
- "Where do I find a buyer for my business?"
We take pride in our success stories, like when we helped a client navigate the sale of their business. We addressed their concerns about current income, future generational wealth, and best practices for the sale.
Pinnacle Trail Wealth Management is here to design strategies to help you work towards your financial goals. Let us help you pursue your financial future!
Meet Our Team
Scott Nicholson
Wealth Advisor
Scott Nicholson, a licensed wealth advisor at Pinnacle Trail Wealth Management, brings 25+ years of experience in wealth management. He excels in simplifying finance, helping clients pursue their goals, and building enduring relationships.
Mitch Griep, CFP®
Wealth Advisor
Mitch Griep is a CFP® and Wealth Advisor at Pinnacle Trail Wealth Management. With over 20 years of experience, he strives to be a trusted advisor to his clients, offering financial guidance and solutions to help them pursue their goals.
Cole Nicholson
Wealth Advisor
Cole Nicholson, a former student-athlete, harnesses the power of discipline, teamwork, problem-solving, and mathematics as a licensed financial advisor. With his guidance, individuals and businesses soar towards their financial aspirations.
CLIENT-CENTERED Approach
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.