Welcome

Pinnacle Investment Management Inc. is a fee-only investment management and financial planning firm located in the greater Hartford CT area, providing wealth management services to individuals and institutions around the globe. We serve as a fiduciary and are committed to placing our clients’ best interest ahead of our own.

Recognition:

Pinnacle and / or its employees have been included in:

  • Worth Magazine’s list of Top Financial Advisors
  • Medical Economics’ list of Top Financial Advisors for Doctors
  • Bloomberg Wealth Manager’s list of Top Wealth Managers
  • JK Lasser’s list of Top Professionals in Estate Planning for Baby Boomers

Contact Us

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