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.