About Pinnacle Strategies

About Pinnacle Strategies, Inc.

Pinnacle Strategies, Inc. is a financial consulting firm primarily focused on affluent individuals and families, privately held business owners, corporate executives, and physicians. We assist our clients in obtaining the peace of mind they desire through our objective driven process. Our interest is helping clients achieve the following:

  • Protect their assets from excessive tax burdens and potential undesirable future creditors.
  • Pass on their hard-earned assets (including businesses) to desired heirs in a manner that enables them to leave the legacy they intended.
  • Ensure that the client’s desires for charitable giving are crystallized and enabled to be continued for future generations.

Calculators

Newsletters

  • Diversifying with Market Caps

    The S&P 500 Index ended 2022 down 19.4%. Midsize and smaller companies also lost ground but generally held their value better than large companies. This article explains why holding stocks in companies of different sizes can help diversify a portfolio.

Subscribe to our Newsletter