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.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
The year’s end is the perfect time to do these 12 things.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Here's a breakdown of how the federal government spends your tax money.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are a few things to consider when buying or leasing your next vehicle.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
What does your home really cost?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Have you found yourself suddenly single? Here are 3 steps to take right now.
$1 million in a diversified portfolio could help finance part of your retirement.