Pinnacle Investment Management, Inc. is a comprehensive investment management and financial planning firm committed to the financial future of our clients.

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About Pinnacle

Our Clients

Pinnacle Investment Management
Greystone Court
573 Hopmeadow Street
Simsbury, CT 06070
Phone: 860.651.1716

Our Clients


Our clients are comprised of a diverse group of individuals and institutions, including retirees, business owners, corporate executives, medical professionals, non-profit organizations and pension plans. The common element is that:

  • Our clients are seeking professional unbiased help in achieving their financial goals
  • Our clients would like to delegate responsibility for day to day investment management decisions.
  • Our clients are prepared to follow the professional advice that we and their other professional advisors provide.