How We Manage Money
We practice an active style of management to help protect and grow our clients' assets.Learn More
Our Core Values
They are the foundation of our business and at the center of everything we do.Learn More
Our hard working employees are dedicated to providing our clients with the highest level of service.Learn More
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.
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
Why are 401(k) plans, annuities, and IRAs so popular?
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.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
A letter of instruction provides additional and more personal information regarding your estate.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Understanding how capital gains are taxed may help you refine your investment strategies.
There are common mistakes you can avoid when saving for retirement.
Estimate how much of your Social Security benefit may be considered taxable.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work to pay your federal tax liability.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The market is as unpredictable as the weather. We’d love to help you prepare.
Here is a quick history of the Federal Reserve and an overview of what it does.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Estate conservation is too important to put off. Do you have a smart exit strategy?