Sound Investment Management
Own Your Journey
Customized Investment Management
When it comes to investing, everybody has an opinion or a sure-fire method to make a killing overnight. You don’t want the latest fad or “get rich quick” scheme. You want solid investment management that focuses on your individual goals, which gives priority to your personal needs and concerns. You want The Pinnacle Financial Group.
“We start with the understanding everyone is unique with individualized goals. We take the time to get to know you, to learn where you are and where you want to go. Then we work with you to tailor a customized investment strategy to address your situation.”
Our Comprehensive Investment Management Services
Asset Allocation Strategies
We will help you put together a portfolio that manages risk and return, using equity, income and alternative investments as appropriate.
Diverse Investment Options
We offer access to a broad range of investments, with varying levels of risk and return. We’ll work closely with you to build a diverse portfolio that enhances your return while managing your exposure.
Your needs and your exposure to risk will change over time. We’ll conduct ongoing portfolio reviews to ensure you’re taking the appropriate amount of risk to maximize your return and minimize the risk of loss.
Lifetime Income Planning
We will work with you to determine whether a guaranteed income stream will meet your long-term needs as well as, help you select the issuing company that best fits your needs.
Investment Manager Selection and Oversight
We will thoroughly evaluate the prior performance of any fund or investment manager before we invest your dollars anywhere and we will continue our oversight as long as your money is invested with them.
Regular Performance Reports
We will sit down with you on a scheduled basis to make certain you know exactly where you stand and can make any necessary adjustments.
Contact The Pinnacle Financial Group
At The Pinnacle Financial Group, we have provided sound risk management advice to individuals and businesses in New York and Connecticut for two decades. We understand the critical role insurance planning plays in securing your financial future and protecting your family. We'll carefully explain your options and the different strategies available to you, so you can make the right decisions for you and your loved ones.
Own Your Journey
It’s Your Journey — we will help you own it.