Pinnacle
Be Smarter
We're evolving the industry by challenging the status quo. Here's how:
CUSTOMIZED INVESTING
We take the time to get to know each of our clients. This very personal approach results in high quality service and meaningful investment strategies.
RUN BY REAL PEOPLE
We are more than a "robo-advisor." We are human beings. This means when you have a question, concern or want to make a change, we're here to walk you through difficulties and help you know what to do.
LOWER FEES
Traditional investment firms charge high fees and often utilize expensive investment vehicles. This means less money in your pockets. As a way to encourage first-time investors, our initial fee structure includes ZERO basis points for your first $10,000 investment and only .85 points up to 100K.
TECHNOLOGY DRIVEN
When you open an account with us, you will have access to our industry leading software program to view your investment portfolio. You can login 24/7 to view your funds and asset allocation.
Investment
Strategies
Customized for You
We believe the best investment strategy is the one specifically tailored for you. Get me in touch withthe Pinnacle Team
SMARTER INVESTMENT SERVICES
Stocks, mutual funds, bonds, international markets, ETF's
Financial roadmaps and full financial planning
Creative alternative investment solutions
Personal and business insurance strategies
Let's Grow Together
THE START
$250 - $10,000
We understand that it’s hard to start investing. We can help.
Talk to us any time. You have access to world class financial advice every step.
We’ll help you complete your financial roadmap, a checklist to make sure you’re on your way.
Set up your investment account. We’ll find the right investments unique to you.
We’ll make sure you’re maximizing your 401K at work, too.
Only $250 to open your account. First $10,000 zero management fees. Nada, Zilch.
Minimum $50 per month auto-contribution. Pay yourself first.
THE CLIMB
$10,000 - $100,000
Keep talking with us. We’ve got your back
We’ll make sure your financial roadmap grows with you.
We continue to moniter and evolve your investment portfolio and 401K plan.
Only .85% fees.
*Applies to new clients who start with less than $10,000
THE MOMENTUM
$100,000+
It’s time for full financial planning using our industry leading software program.
You’ll get extended asset management including tax efficient investment strategies.
We can begin to consider adding alternative investments to diversify your portfolio.
We’ll connect you with our professional network to maximize your financial future.
It’s time for a full time financial planning team in your corner.
