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.


Pinnacle and / or its employees have been included in:

°

Worth Magazine’s list of Top Financial Advisors

°

Medical Economics’ list of Top Financial Advisors for Doctors

°

Bloomberg Wealth Manager’s list of Top Wealth Managers

°

JK Lasser’s list of Top Professionals in Estate Planning for Baby Boomers

 


 

In the News

pinnacle-article

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

 
 

Save the Date

 

Wednesday, June 22 – Noon

Lunch n Learn

Charitable Gifting

Alternative Approaches and Advantages of Each

 

There are many approaches and strategies to charitable giving and each have different advantages and tax implications.

Some of the approaches that will be discussed include:

– Donating through Community Foundations

– Donor Advised Funds

– Private Foundations

– Donating appreciated assets

– Charitable Remainder Trusts

– Gifting from IRA’s

 

We are pleased to have speakers from the Fidelity Charitable (Donor Advised Funds), Hartford Foundation for Public Giving and Foundation Source. Click here to download flyer.