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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Our Advantages

Financial and Retirement Planning

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

Financial & Retirement Planning


Pinnacle provides investment advice and will help you to prepare a clear plan
for achieving your personal financial goals and financial peace of mind
through a disciplined and comprehensive approach to planning and managing your
financial resources.


Our financial planning services include:
  • investment planning and asset allocation
  • retirement planning
  • education planning
  • income tax planning
  • estate planning
  • charitable gifting strategies
  • risk and insurance analysis


We can help you with answers to questions
such as:
  • When can I afford to retire? How much will I need to save?
  • How much can I spend in retirement?
  • When should I begin to collect Social Security?
  • How much can I gift to my children or to a charity?
  • Can I afford a second home?
  • Do I have adequate property and liability insurance coverage?
  • How much life insurance should I have?
  • How can I minimize estate tax?
  • What can I do to reduce my tax bill?
  • When should I exercise my employer stock options?
  • What retirement plans should I adopt for my business?

Examples of How Our Financial Planning Advice May Help Clients