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.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Military families face unique challenges, making personal finance even more critical.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Five creative (and inexpensive) ideas for motivating your employees.
There are things about Social Security that might surprise you.
One way to find money is to examine your current spending habits and eliminate money wasters.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Estimate your monthly and annual income from various IRA types.
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.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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 have helped you your whole life, in ways big and small. We’d like to be one of them.
When should you take your Social Security benefit?
Here’s a quick guide to checking to see if you have unclaimed money.
Estate conservation is too important to put off. Do you have a smart exit strategy?