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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.

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A Cheat Sheet for Sending Your Kid to College

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Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

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Social Security: Five Facts You Need to Know

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Here are five facts about Social Security that are important to keep in mind.

 

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This calculator can help you estimate how much you may need to save for retirement.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Estimate the total cost in today's dollars of various mortgage alternatives.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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Managing Your Lifestyle

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

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

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

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

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

Surprises

Making the most of surprises is a great reason to work with us.

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Smart investors take the time to separate emotion from fact.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

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