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

The Aegis Group

Pinnacle Investment Management
Greystone Court
573 Hopmeadow Street
Simsbury, CT 06070
Phone: 860.651.1716
Email: invest@pinninvest.com

The Aegis Group

 

Pinnacle is a founding member of the Aegis Group, a small network of independent fee-only planning & investment management firms across the country. Through frequent communication we are able to enhance each others professional skills, share knowledge, expertise and resources in a non-competitive, confidential and supportive environment.

 

This collaboration allows us to draw on the collective expertise of experienced professionals, provides the ability to access a wealth of knowledge more frequently found only in much larger firms, yet retain the independence, flexibility and client oriented approach of a small firm.

 

 

A network of independent planning & investment management firms across the country. Through frequent communication we are able to enhance each others professional skills, share knowledge, expertise and resources in a non-competitive, confidential and supportive environment.

 


 

 

Nancy Blunck, CFP

Blunck Financial
Anchorage AK

www.blunckfinancial.com

 

Blunck Financial’s core purpose is to help clients -- through analysis, education, and guidance -- to increase the likelihood that they will achieve their financial goals.

 

 

William Dix, CFP

Fortune Management, LLC
Raleigh NC

www.fortunemanagement.com

 

Fortune Management is a fee-only independent financial planning and investment management firm helping individuals, professionals and business owners make smart decisions about their money since 1992. Client-first means allegiance to our clients, not the bank, the brokerage firm or the insurance company.

 

 

John Eckel, CFP, CFA

Pinnacle Investment Management Inc.
Simsbury CT

www.Pinnacle-Investment.com

 

Pinnacle Investment Management Inc. is an independent fee-only investment management and financial planning firm serving affluent clientele and institutions in the Hartford, CT area, across the U.S. and abroad. Pinnacle provides unbiased advice and serves as a fiduciary, placing their clients interests before their own.

 

 

Tom Gnuse

HTG Investment Advisors
New Canaan CT

www.htginvestmentadvisors.com

 

HTG Investment Advisors is an independent investment advisory firm devoted to the individual investor. Founded in 1993, our mission is to help individuals and families achieve their financial goals by providing expert investment counsel and management along with an array of financial planning services.

 

 

Susan MacMichael John, CFP

Financial Focus, Inc.
Wolfesboro NH

www.YourFinancialFocus.com

 

is the President and Founder of Financial Focus, Inc. located in Wolfeboro, NH. An SEC registered investment advisor, FFI works primarily with pre and post retirees and busy professionals. Financial Focus takes a team approach to providing comprehensive financial planning services based on the client's needs and goals.

 

 

Kathleen Kee, CFP

Confluence Wealth Management
Portland OR

www.confluencewealth.com

 

Confluence Wealth Management is a wealth management firm that provides an ongoing process that empowers clients to grow and preserve their wealth, rather than a single, specific service. To help reach their financial goals, we create a custom comprehensive strategy based on their story, their hopes and their worries and provide personalized solutions and nonstop support at every stage of the wealth lifecycle.

 

 

Marty Kurtz, CFP

The Planning Center
Moline IL

www.theplanningcenter.com

 

The Planning Center examines both the technical and emotional aspects of our clients’ finances. This approach blends their values and beliefs with reality to bring understanding to your financial life. Each plan is driven by their unique needs, goals and concerns.

 

 

Benjamin A. Tobias, CPA, CFP

Tobias Financial Advisors, Inc
Plantation FL

www.tobiasfinancial.com

 

Tobias Financial Advisors, Inc. is a Fee-Only Registered Investment Advisor located in South Florida. The broad spectrum of financial expertise we offer includes asset management, estate and tax planning, education and retirement planning, and risk management.