Pinnacle Associates

A Legacy of Client-Focused Financial Guidance

Founded in 1984, Pinnacle Associates, Ltd. has established itself as a leading investment advisory firm driven by a commitment to transparency and client success. For over four decades, we have helped individuals, families, institutional investors, and other financial institutions achieve their financial goals through personalized, thoughtful guidance.

A Client-First Approach

At Pinnacle, we prioritize understanding and meeting the unique needs of each client. Our experienced team of professionals collaborates to develop customized financial plans that align with your individual aspirations and financial situation. We believe in open communication and shared accountability to empower you to make informed financial decisions.

Comprehensive Financial Solutions

We offer a comprehensive range of services to address your diverse financial needs:

Individual Investors

• Comprehensive financial planning
• Investment management
• Retirement planning
• Estate planning
• Wealth protection strategies

Institutional Investors

• Portfolio management
• Institutional consulting
• Governance and compliance solutions
• Fiduciary oversight

Financial Intermediaries

• Broker-dealer services
• Custody and administration
• Transaction processing

A Team of Experienced Professionals

Our team of dedicated professionals brings extensive knowledge and expertise in various financial disciplines. We are committed to staying ahead of industry trends and utilizing the latest technologies to provide you with the highest quality advice and service.

Community Involvement

Beyond financial success, Pinnacle believes in making a positive impact on the community. We actively engage in various philanthropic endeavors, volunteering time and resources to organizations that are dedicated to improving the lives of others.

Our Commitment

At Pinnacle, we are committed to exceeding expectations and providing our clients with exceptional service. We are confident that our personalized approach, deep industry expertise, and unwavering dedication will help you achieve your financial goals and reach your financial pinnacle.