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.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
There are things about Social Security that might surprise you.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
A quick look at how federal income taxes work.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Understanding how capital gains are taxed may help you refine your investment strategies.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate your monthly and annual income from various IRA types.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A bucket plan can help you be better prepared for a comfortable retirement.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
There are things you can do to keep yourself safe when you lose your wallet.