Pinnacle Family of Companies

PINNACLE INVESTMENTS, LLC is a proud member of the Pinnacle Family of Companies, an organization designed to provide a full range of financial solutions to individuals, businesses and institutions.

Below is a list of the other members of the Pinnacle family along with links where applicable and some helpful information about them.  If you have any questions or have needs in any of these other areas please contact us directly or your Financial Advisor who will be happy to assist you.

Pinnacle Holding Company, LLC

Serves as the corporate parent for all of the Pinnacle Family of Companies.  Headed by Gregg Kidd, who co-founded Pinnacle Investments in 1995, Pinnacle Holding Company is one of the fastest growing financial services groups in the region. www.pinnacle-llc.com

Pinnacle Capital Management

Pinnacle Capital Management is an investment management firm providing services to individual investors, corporations, pension funds, foundations, endowments, labor unions, insurance companies, healthcare organizations and governments. They specialize in managing equity, balanced and fixed income portfolios by indentifying the undervalued securities of well-known companies. You can find out more at www.pcm-advisors.com

LakeWater Capital Management

LakeWater Capital Management is a total return hedge fund affiliate with Pinnacle Capital Management. Catering to High-net worth investors and institutions, LakeWater’s portfolio is designed with capital preservation in mind first and foremost. You can find out more at www.lakewatercapital.com

Confidential Planning I, LLC

Confidential Planning I, LLC is a registered investment advisory firm focused on bringing single provider 403(b) retirement plans to educators and employees of schools, hospitals and not-for-profit (501c) organizations. You can find out more at www.cpcfs.com

Pinnacle Solutions (a d/b/a entity of Confidential Planning Corporation)

Pinnacle Solutions provides clients with strategic planning options for their wealth preservation or estate planning needs. Since each client has a unique set of circumstances, each situation is approached in an objective and analytic manner. While more sophisticated planning formulas may be necessary, quite often a simple solution may suffice to meet the client’s needs. Whatever the situation requires, we have the experience, education, and tools to find the right solution for the right client.