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


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



Pinnacle or its employees were:

  • Recipient of Connecticut Five Star Wealth Manager Awards
  • Named four times to Worth Magazine’s list of Top Financial Advisors
  • Included four times in Medical Economics list of Top Financial Advisors
    for Doctors
  • Included three times in Bloomberg Wealth Manager’s list of Top Wealth
  • Named twice to JK Lasser’s list of Top Professional Advisors in Estate
    Planning for Baby Boomers

    This should not be construed as an endorsement of Pinnacle by any of its clients. Nor should they be construed as a guarantee that any client will experience specific results. The selection criteria for inclusion in any list or publication is based upon criteria established by those organizations and may be based upon information prepared by and submitted by organizations or individuals selected for inclusion to the lists.