Investment Advisor Representative
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Luke Nowacki is an associate with Pinnacle Wealth Strategies in Southfield, an affiliate of Michigan Financial Companies, a financial services firm focusing on estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies.
Luke focuses on needs-based planning especially in the area of employer-sponsored retirement plans, assisting participants and executives in planning for future needs such as college funding and retirement while ensuring family protection. He has a comprehensive understanding of his clients’ unique challenges and the opportunities available to them. As an Investment Advisor Representative, he is qualified to address the diverse needs of high net-worth individuals. He provides recommendations for asset allocation, funding for education, retirement as well as life and long-term care insurance. He works closely with business owners, executive teams and their advisors to pursue their financial goals and implement strategies to meet their distinctive needs.
- Bachelors of Science in Accounting, 1999, Hillsdale College- Hillsdale, Michigan
- Life, Accident & Health insurance licenses
- Series 6
- Series 63
- Series 65
Memberships & Affiliations
Luke resides in Williamston, MI. He is an avid Detroit sports fan and can be frequently found at Tigers and Red Wings games.