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
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
The Business Cycle
How will you weather the ups and downs of the business cycle?
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
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.
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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?
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.