In 1996, Gregg Kidd and Dan Raite made a bold decision: to break away from the traditional wirehouse model and build something better. They saw an opportunity to create a firm where advisors could truly thrive, and clients would always come first.
That vision became Pinnacle Investments.
For nearly 30 years, we’ve held firm to a simple but powerful belief: when advisors have the support and resources to do their best work, clients receive exceptional service. By putting advisors first and backing them with the sophisticated resources of Wells Fargo Clearing Services and Charles Schwab we’ve created an environment where independent thinking meets institutional strength, all in service of the clients who trust us with their financial futures.
At Pinnacle, clients benefit from the best of both worlds: the personalized attention and customized solutions of a boutique firm, combined with the comprehensive investment products, planning tools, and protections you’d expect from a major institution. Whether focused on financial planning, asset management, traditional brokerage, or employer-sponsored retirement plans, our advisors have everything they need to serve clients exceptionally well.
Pinnacle Investments, LLC is a proud member of the Pinnacle Family of Companies, an organization committed to delivering complete financial and business solutions to individuals, institutions and businesses. For more information on our member companies, visit Pinnacle Holding Company.
Fiduciary-Driven Guidance
As fiduciaries, Pinnacle advisors are obligated to act in each client’s best interest, offering unbiased recommendations tailored to financial goals, risk tolerance, and life stage.
A Full Spectrum of Solutions
Our breadth of services allows clients to build diversified, flexible strategies that grow with them over time.
Decades of Experience
Clients gain access to seasoned professionals who understand market cycles, economic shifts, and personalized wealth-building strategies.
Long-Term Planning
Clients benefit from a life-long guidance model ensuring they’re supported through major milestones, transitions, and opportunities.
Local Roots with National-Level Capabilities
Clients enjoy local accessibility, strong community presence, relationship-driven service, and the strength of a highly reputable financial organization.
Transparent Fee Structures
Pinnacle emphasizes clarity in costs and compensation, helping clients confidently understand how their advisor is paid and what services they receive.
