Welcome to Pinnacle Investment Management, Inc.

 

We are 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.


Pinnacle and / or its employees have been included in:

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Worth Magazine’s list of Top Financial Advisors

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Medical Economics’ list of Top Financial Advisors for Doctors

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Bloomberg Wealth Manager’s list of Top Wealth Managers

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JK Lasser’s list of Top Professionals in Estate Planning for Baby Boomers

 

In the News

pinnacle-article
Pinnacle Investment Management appears in
September 2015 issue of Forbes Magazine.
Click here to view.