Welcome to Pinnacle Strategies, Inc., where our focus is turning everyday information into well-designed, custom tailored strategies that fit your estate planning, business succession and charitable concerns.

Whether you're the owner of a well-established business, a highly-compensated executive, a retired citizen or someone about to receive a large inheritance, we help you gain control and clarity over every aspect of your financial life, from estate preservation, wealth management, tax planning, investments, and insurance.  The ultimate objective is to optimize the use and deployment of financial, human and intellectual capital consistent with your core values.  It's your legacy!

By keeping you focused on your specific goals, we help you stay on track. And because we know your objectives may change over time, we approach planning as a dynamic, ongoing process that must accommodate changes in your personal and business circumstances, changes in the tax laws and changes in the marketplace. Put simply, we can help you design a plan that evolves with you and results in a well-coordinated series of recommendations that are easily implemented yet adaptable to change.

Please use our web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting.

Thank you for your interest.

Robert A. Moro, and Mark G. Heinemann are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Connecticut, Florida, Massachusetts, New Jersey, New York, and Texas.  No insurance business may be conducted outside these states referenced.

Robert A. Moro is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, 612 Route 112, Port Jefferson Station, NY 11776, (631) 331-0505.  Member FINRA/SIPC, a Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of Florida, New Jersey, New Mexico, New York, South Carolina, Texas and Virginia.  No offers may be made or accepted from any resident outside the specific states referenced.

Mark G. Heinemann is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, 576 Broad Hollow Road, Melville, NY 11747, (631) 391-2900.  Member FINRA/SIPC, a Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of California, Connecticut, Florida, Massachusetts, New Jersey, New York, Pennsylvania, South Carolina, and Washington, D.C.  No offers may be made or accepted from any resident outside the specific states referenced.

Pinnacle Strategies, Inc. is not owned or operated by NYLIFE Securities LLC, or its affiliates.  

Robert A. Moro and Mark G. Heinemann are separately registered as investment adviser representatives under Eagle Strategies LLC, a Registered Investment Adviser.  Robert offers advisory services in the states of Florida, New Jersey, New York, South Carolina, Texas and Virginia.  Mark offers investment advisory services in the states of California, Connecticut, Florida, Massachusetts, New Jersey, New York, Pennsylvania, South Carolina, and Washington, D.C.  As such, these services are strictly intended for individuals residing in the specific states referenced.

Robert A. Moro and Mark G. Heinemann is licensed to offer mutual funds and variable products.  Market Watch information is provided for informational purposes and is not considered an offering of securities.