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
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
The Economic Journey of Your Morning Coffee
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
When Markets React
When markets shift, experienced investors stick to their strategy.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.