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 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