PINNACLE Financial Strategies

A comprehensive approach to your financial wellness.

As a second-generation firm dating back to 1963, we are in a position to help you and your children for decades into the future. Our team has nearly 60 years of combined experience, and the passion, to take this journey with you.

At PINNACLE Financial Strategies, LLC, we are committed to being a trusted partner in your journey toward financial wellness. We help you get where you want to go, regardless of where you are or where you started.

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Work With Seasoned Professionals

As an independent wealth management firm responsible for coordinating investments and insurance with care and integrity, we are qualified to help you sort through the facts, examine your options, connect you with other professionals, and help you implement the solutions now and throughout your journey.

Our Philosophy

A Trusted Partner

People just like you have entrusted us with more than $225,000,000 (as of March 31, 2024) of their hard-earned money, placing it under our direct stewardship. Leaning on us to proactively manage that money on a tax-aware basis while also working with them on reaching the goals set out for that money (retirement, college education, helping the next generation, philanthropic desires, etc.).

From investments to insurance, retirement to college education, transferring your estate to the next generation, or leveraging your charitable gifts, we look forward to working with you on a custom-designed solution.

Diversification Means Always Having to Say You're Sorry

Diversification does not assure a profit or protect against loss in declining markets, and diversification cannot guarantee that any objective or goal will be achieved.

Our Pledge to You:

We will act with honesty, integrity, competence, and diligence.
We will put your best interests first.
We will exercise due care in all that we do.
We will maintain confidentiality and protect the privacy of your information.
We will be transparent regarding fees and charges.

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