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Why Choose Pinnacle?




At Pinnacle, every team member starts each day with the same focus…what can I do today to be a blessing? What value can I bring to my relationships with family, friends, business associates, and clients?

We believe it is our responsibility to provide excellent care every day to those around us, especially our clients. Our focus always has been, and always will be, to make a difference in the lives of our clients. We strive to do this by:

  1. Establishing a long-term partnership between our clients and our team
  2. Providing advice about a broad range of financial and lifestyle issues
  3. Advising our clients about investments and actions with their best interests always in mind
  4. Selecting the best, low-cost investments for our clients’ portfolios
  5. Maintaining a rigorous method of investment management
  6. Communicating often to ensure our clients have a sense of well-being

We understand that the selection of a financial advisory firm is an important decision for you, your family, and also your business, if you happen to be a business owner. We can best serve those that answer “yes” to these questions:

  • Are you interested in a long-term relationship with a financial advisory firm?
  • Do you want to work with a team of professionals that watches out for your best interests and acts accordingly?
  • Do you have a wide range of financial concerns for yourself, your family and/or your business?
  • Are you seeking financial security and a sense of well-being?
  • Are you seeking ongoing investment management services?
  • Are you willing to work with us in creating and implementing a plan of action that helps guide you through life’s financial challenges?
  • Are you willing to meet with us regularly to review and examine your plan and incorporate changes as recommended?

If you answered “yes” to all of these questions, The Pinnacle Group may be the financial advisory team you are looking for.