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:

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Worth Magazine’s list of Top Financial Advisors

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Medical Economics’ list of Top Financial Advisors for Doctors

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Bloomberg Wealth Manager’s list of Top Wealth Managers

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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.

 

sept-lunch-learnSave the Date

 

Thursday, September 22 – Noon

Lunch n Learn

Preventing Financial Abuse of the Elderly

Help Protect Seniors

 

Pinnacle Investment Management is pleased to offer this informative educational seminar covering:

  • Recognizing the potential for abuse
  • Recognizing the red flags of suspicious behavior and account activity
  • How to report financial exploitation

 

We are pleased to have Teresa Dunbar, State of CT Department of Banking, speak at this seminar.

 

Please R.S.V.P. by calling 860.651.1716 or email invest@pinninvest.com