Our affiliated firm, Pinnacle Investment Advisors, LLC, is a Registered Investment Advisor in the state of Michigan which specializes in active wealth management. Our investment philosophy is based on in-depth market analysis looking at the overall climate of the market with a focus on Modern Portfolio Theory to provide a truly diversified portfolio and reduce overall investment risk.
Every one of our wealth management portfolios is individually designed to meet the investor’s risk tolerance and holistic wealth management goals and objectives including their specific income tax considerations. As a firm, we employ both active and passive investment strategies and through our proactive communication process we help identify the optimal portfolio asset selection.
Our goal is to earn your trust as a reliable and well-informed advisor. All of the principals of Pinnacle Investment Advisors, LLC are CPAs who are experienced in financial planning matters and wealth management. As CPAs, we understand the importance of trust, integrity, professionalism and confidentiality when working with our clients. We hope that by applying these basic principles we can earn your trust and provide a long–lasting relationship.
Our wealth management services include:
- Active Portfolio Management
- Insurance Recommendations
- Comprehensive Financial Planning
- Retirement Modeling Scenarios
- Estate and Gift Tax Planning
- Monte Carlo Simulations
For more information about our wealth management capabilities, please visit Pinnacle Investment website.
