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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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Coaches

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Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

 

Please Leave Home Without It

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Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

The Half Million Dollar Baby

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Your Cash Flow Statement

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

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There are some key concepts to understand when investing for retirement

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

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

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

An Inside Look at Retirement Living

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

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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Surprises

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

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What does your home really cost?

Events on Wall Street

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

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How will you weather the ups and downs of the business cycle?

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

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