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Pinnacle Asset Management, Inc. - Roseville, California

Call Us: (888) 207-8118

 
Our Strategy to Protect and Grow Assets Market Outlook Independent & Unbiased Advice Our Core Values

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.

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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.

Helpful Content

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.

Making Sense of U.S. Household Net Worth

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

 

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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.

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Saving for College 101

Here’s a crash course on saving for college.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

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