Our Firm

Pinnacle Strategies was established in 2005. It was established by several financial advisors who had previously worked for Equitable, one of the largest financial firms in the world. Since that time the several financial advisors have gone there separate directions. 

Pinnacle Strategies offers independent financial advice, putting our client's interests first. We are with an independent broker dealer, as opposed to being with a firm that manufactures products . Being with an independent broker dealer means we are not beholden to any company sponsored product lines and can always shop the market in an unbiased manner for the best products and services available to fulfill our clients needs.

In addition to providing comprehensive financial planning for individuals, we also design and implement employee benefit plans for businesses, including retirement plans and group health insurance.

Whether working for an individual or a business we always strive to provide customized, high quality solutions to our clients' investment and insurance needs.