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.
Learn MoreWelcome 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.
Helpful Content
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
4 Reasons for the Return of Market Volatility
Why have the markets been so volatile recently?
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Rightsizing for Retirement
What does your home really cost?
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?