Welcome to Pinnacle Investment Management, Inc.


We are a fee-only investment management and financial planning firm located in the greater Hartford CT area, providing wealth management services to individuals and institutions around the globe. We serve as a fiduciary and are committed to placing our clients’ best interest ahead of our own.


Providing Fee Only Advice as a Fiduciary,
For over 25 Years.


o Investment Management

o Financial Planning

o 401(k) and Retirement Plans




In the News


Pinnacle Investment Management appears in
September 2015 issue of Forbes Magazine.
Click here to view.