Estate & Wealth Management : Pinnacle Strategies, Inc.

Estate & Wealth Management

Estate and Asset Protection

A well-engineered estate conservation plan can minimize tax liability and ensure that loved ones are protected for the future. Pinnacle Strategies works with clients and their other professional advisors to analyze current financial status and assess the potential impact of state and federal taxes on a client’s estate. Using this baseline, we can develop and suggest strategies to help meet planning goals in coordination with personal philosophies and family needs. It’s your legacy!

Business Succession and Exit Planning

A lifetime of work goes into the development of a successful business, often making it a client’s most valuable asset. An estate plan should be in place to protect that asset and ensure its viability and value long into the future. Pinnacle Strategies can offer innovative strategies for the continuation of the business that address the needs of each family member.

Executive Benefits

Most successful businesses employ talented executives whose contributions to the bottom line are critical. It is essential to attract and retain high-caliber people. We can suggest a variety of benefit packages that effectively retain key employees as well as attract new ones.


We can help clients look at the benefits of a charitable giving plan designed to meet personal goals and achieve philanthropic objectives.



  • Keep an Eye Out for IRS-Related Scams

    Although IRS scams are especially prevalent during tax season, they also take place throughout the year. This article identifies some common tax scams and offers tips to help avoid becoming a victim.

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