Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s the best approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Ron Goldberg, CLU

Principal

(856) 348-0251

(856) 348-0258

Ron@pinnaclewealthinc.com

A 1970 Graduate of Penn State University with a bachelor of arts degree in Pre-Law, Ron entered the Insurance/Financial Services Industry in an entry- level position with Union Fidelity Life Insurance Co. and became a Vice President of...

Vincent L. Boianelli

(856) 348-0251

(856) 348-0258

Vince Graduated from Millersville University in 1973 with a bachelor's degree in secondary education and entered the Insurance industry in 1976 with Corporate Financial Services. In 1981, Vince Joined Ron Goldberg and Lee Wilderman as...

Vincent B. Boianelli

Principal/President-Benefits Division

(856) 348-0251

(856) 348-0258

vince@pwbsi.com

Vince (Jr.) is a 2001 graduate of William Patterson University with a Bachelor of Science degree in business administration and economics. Vince Jr. began working for Pinnacle while still a high school student and learned the basics of...

Maria DeVece

Administrator-Employee Benefits Division

(856) 348-0251

(856) 348-0258

Maria graduated from Rowan University in 1997 with a bachelor of science degree in psychology. After graduating Maria worked for a year at Trump Casino Services. Upon leaving the Trump organization in 1998, Maria went to work in the...

Lynn Berkowitz

Executive Assistant

(856) 348-0251

(856) 348-0258

lynn@pinnaclewealthinc.com

Lynn has administrative experience in both the insurance and mortgage industries dating back 15 years. She brings extensive organizational skills to our team.