Celebrating 30 Years of Impact at Pinnacle

This year marks a significant milestone for Pinnacle. 30 years of growth, innovation, and commitment to the clients and communities we serve. As we reflect on that journey, it’s clear that our success has always been rooted in long-term relationships and a forward-looking approach to financial guidance.

In the video message below, the CEO of Pinnacle Investments, Ben Quilty, shares his perspective on where we’ve been, what we’ve built, and how we’re continuing to evolve to better serve you in the years ahead.

A Fully Integrated Approach to Serving You

One of the key advantages of working with our team at Pinnacle Investments is access to the broader Pinnacle ecosystem. Through our family of companies, we are able to provide a wide range of coordinated services under one umbrella.

Our Family of Companies includes:

  • Pinnacle Investments – Wealth management and financial planning
  • Pinnacle Capital Management – Investment and asset management strategies
  • Pinnacle Insurance Associates – Insurance planning and risk management
  • Pinnacle Employee Services – Payroll, HR, and employee benefits solutions
  • Bent Ear Technology Partners – IT and technology support
  • EverPeak Recruitment – Talent acquisition and recruiting solutions
  • GuidePost Staffing – Staffing and workforce solutions
  • Split14 Creative – Marketing, branding, and design services

 

Let’s Continue the Conversation

If you’re interested in learning more about any of the services available through the Pinnacle Family of Companies, or how they may fit into your financial plan, we’re always happy to help.

Feel free to reach out to our team anytime to start the conversation.

Legacy Group
ben quilty, financial advisor Benjamin R. Quilty, CFP®, MBA Chief Executive Officer
Financial Advisor
bob cuculich, financial advisor Robert Cuculich Financial Advisor
Municipal Bond Principal
brandon kidd, financial advisor Brandon Kidd Financial Advisor
carly kidd, financial advisor Carly Kidd Financial Advisor