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Pinnacle Asset Management, Inc. - Roseville, California

Call Us: (888) 207-8118

 
Our Strategy to Protect and Grow Assets Market Outlook Independent & Unbiased Advice Our Core Values

How We Manage Money

 

We practice an active style of management to help protect and grow our clients' assets.

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Our Core Values

 

They are the foundation of our business and at the center of everything we do.

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Our Professionals

 

Our hard working employees are dedicated to providing our clients with the highest level of service.

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Welcome to Pinnacle Asset Management

 

At Pinnacle Asset Management, our mission is to grow and protect our clients’ assets. We practice an active style of asset management consisting of fundamental analysis for security selection and technical analysis to identify and adjust to ever changing financial market conditions. This combination of disciplines provides our clients with the confidence that they own quality investments and the comfort of knowing that there is a proactive strategy in place to minimize risk.

Helpful Content

Four Really Good Reasons to Invest

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

The Power of Tax-Deferred Growth

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

 

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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