A relationship-driven advisory team with deep experience and a client-first philosophy.
At Pinnacle Investments, our group brings together advisors with long-standing careers in banking, trust services, brokerage operations, and institutional client management. With more than four decades of combined experience, we help clients make financial decisions with clarity by pairing practical guidance, disciplined planning, and accessible, down-to-earth service.
Our approach is rooted in stability, responsiveness, and a genuine commitment to understanding what matters most to you.
Every member of our team contributes a different area of experience, from retirement planning t0 investment strategy and insurance guidance. This blend of perspectives allows us to support individuals, families, and business owners with advice that is thoughtful, well-informed, and grounded in real-world experience.
We are not a siloed team. We coordinate, communicate, and collaborate so you receive the benefit of multiple viewpoints and a full-circle planning experience.
Working with us means you’ll receive:
- A planning process that is personal, structured, and built around your goals
- Advisors who listen first and make recommendations based on your life, not a template
- Clear explanations, realistic expectations, and straightforward guidance
- Investment portfolios constructed with discipline, risk awareness, and long-term strategy
- Insurance and retirement planning rooted in practicality, not pressure
- Consistent follow-up and a team that remains accessible and engaged as your life evolves
We help clients organize their financial picture, prepare for the future, and make decisions with confidence. From retirement income planning to education savings, long-term goal setting, and cash-flow considerations, our planning process is built to be both understandable and adaptable.
We analyze market conditions, evaluate investment options, and build portfolios that reflect your comfort with risk, your time horizon, and the outcomes you’re working toward. Our team draws on decades of direct industry experience, from municipal securities to institutional asset servicing, to deliver objective, level-headed guidance.
- Brokerage Accounts
- Stocks
- Bonds
- Mutual Funds
- ETFs
- CDs
- UITs
- Private Placements
- Alternative Investments
- Treasuries
- Managed Portfolios
- Institutional Money Management
- Corporate Pension Plans
- IRA, SEP & Keogh Plans
- Annuities
- Life Insurance
- Long-Term Care Insurance
- 529 Plans
Whether you’re navigating employer benefits, preparing for retirement, or managing income needs, we help clarify your options and outline strategies that support both near-term and long-term goals.
We help clients evaluate life, disability, and long-term care coverage to determine what protection is appropriate based on family needs, career stage, and financial goals.
We work with parents and grandparents to explore smart, structured options for future education costs — including 529 plans and long-term funding strategies.
For business owners, we provide direction on retirement plans, pension solutions, and investment considerations that support both company goals and employee needs.
