We Provide Comprehensive Wealth Management, Advisory & Investment Services for Individuals, Businesses, Organizations and Institutions.
Pinnacle Investments is a boutique firm established in 1995 by Gregg Kidd and Dan Raite. Together they have over 50 years experience in the brokerage industry having spent 10 years together as producers at a wire house before launching Pinnacle Investments. From very humble beginnings the firm’s assets have grown to over $1.4 billion. As an independent firm, Pinnacle offers an open architecture platform and state-of-the-art technology through its relationship with First Clearing, a Wells Fargo Company.
We’ve grown to become one of the largest independent full-service investment firms in Central New York. Pinnacle’s success is attributable to its ability to provide a personalized approach to investment management and client service while offering the same investment products and protections available at larger financial institutions. Our wide array of services includes financial planning, asset management, traditional brokerage, and employer sponsored retirement plans. Proven investment experience and superior client satisfaction combined with local ownership has enabled Pinnacle to grow to over 6,000 clients and more than $1.4 billion in assets.