Click here for the most recent "Eye on Washington" newsletter: July 2013

 

Welcome to Pinnacle Strategies, Inc., where our focus is turning everyday information into well-designed, custom-tailored strategies that fit your estate planning, asset protection, 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 as it relates to your estate planning, 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 vision, we will help you stay on track. We understand that your objectives may change over time, which is why we approach planning as a dynamic, ongoing process that must accommodate changes in your personal and business circumstances, tax law, and the marketplace. Put simply, we can help you design a plan that evolves with you and results in a well-coordinated series of strategies 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.

 

"The highest compliment our clients can give us is a personal introduction to their family, friends and business associates."

 


Robert A. Moro is an agent 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 California (license #0H95305), Florida, Georgia, Maryland, Massachusetts, New Jersey, New York, Rhode Island, South Carolina and Texas.  No insurance business may be conducted outside these states referenced.

Mark G. Heinemann is an agent 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 Arizona, Connecticut, Florida, Georgia, North Carolina, New Jersey, New York, Pennsylvania, Rhode Island and Texas.  No insurance business may be conducted outside these states referenced.

Paul A. Sciacca is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of New York.  No insurance business may be conducted outside of the state referenced.

Christopher J. Pia is an agent 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 California, Connecticut, Florida, Maryland, New Jersey, New York, Rhode Island and Texas.  No insurance business may be conducted outside of the states referenced.

Robert A. Moro is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, 4 Technology Drive, Suite 260, East Setauket, NY 11733, (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  California (license #0H95305), Colorado, Connecticut, Florida, Maryland, Massachusetts, New Jersey, New York, Oklahoma, Pennsylvania, Rhode Island, South Carolina and Texas.  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.

Paul A. Sciacca is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, 4 Technology Drive, Suite 260, East Setauket, NY 11733, (631) 331-0505.  Member FINRA/SIPC, a Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the state of New York.  No offers may be made or accepted from any resident outside of the specific state referenced.

Christopher J. Pia is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, 99 Hawley Lane, Suite 1400, Stratford, CT 06614, (203) 385-5234.  Member FINRA/SIPC, a Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the state of Connecticut.  No offers may be made or accepted from any resident outside of the specific state 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 California (license #0H95305), Colorado, Connecticut, Florida, Massachusetts, New Jersey, New York, Oklahoma, Pennsylvania, Rhode Island, South Carolina and Texas.  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, Mark G. Heinemann, Paul A. Sciacca and Christopher J. Pia are licensed to offer mutual funds and variable products.  Market Watch information is provided for informational purposes and is not considered an offering of securities.

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Disclosures