Put Your Trust in Us

Creating a seamless transition for you, your staff, and your clients.

We’ve Got Your Back

Since our inception, Pinnacle has repeatedly delivered on our commitment to be a supportive partner for our advisors. Whether you’re moving from a small firm or a major wirehouse, our experienced and efficient transition team will ensure your business hits the ground running. They will be there every step of the way as you start your new adventure. Not to mention, after you’re transition is complete, you’ll always have access to our full suite of professionals who are dedicated to supporting you and your clients.

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Trust the Process

learning and discovery

1. Learning & Discovery

To continue on the path towards success, we must fully understand your business as it stands today. This process involves identifying your short-term and long-term goals for the future, explaining the resources available to you at Pinnacle, and find out, in your opinion, what are the obstacles that are holding you back.

planning and strategy

2. Planning & Implementation

We understand not every advisor has the same goals or is at the same point in their career. That is why our transition team, marketing team, and support staff will assist you every step of the way in developing a plan tailored to your business’s specific needs to ensure our strategies are aligned from the beginning.

review and adjustments

3. Review & Adjust

Our unique company culture allows you to assess your performance, re-evaluate your plan, and zero in on those things that are important to you. Ultimately leading to a more successful relationship between our advisors, management, and company as a whole.

Don’t wait for the opportunity… Create it.

Learn how you can be a part of the journey in growing our client-focused firm that truly takes care of its people. For a confidential discussion please call the Director of Recruitment and Head of the Transition Team, Liz Bartlett, at (315) 295-3826 or via email at [email protected].

cnybj best places to work 2013

cnybj best places to work 2014

inc. best workplaces 2021

best of the region 2021 - nominated for best financial planning