Building, Protecting & Preserving Assets
Planning "by Design not Default"

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.

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.

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Our Firm

We are a firm dedicated to developing and implementing strategies on behalf of affluent individuals, families and businesses.

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Our Process Icon

Our Process

Step by step, we guide you through the often overwhelming process of creating an estate and asset protection plan that is tailored specifically for you, your family, and your business.

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client resources

Client Resources

We work side by side with a number of top-notch groups and institutions to help achieve your personal and professional goals and dreams.

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Smithtown, NY

Melville, NY

Stratford, CT

Bonita Springs, FL



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