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.

“After spending nearly 30 years at 3 major wirehouses on Wall Street, as a veteran Financial Advisor, I naturally was a little nervous about making a move to a smaller yet rapidly growing boutique RIA (Registered Investment Advisor), during the COVID pandemic. Despite being nervous, I met with the top founding principals of Pinnacle Investments, and my gut instinct immediately told me these were special people that make good on their promises and honor the business agreements they make. After conferring with my wife, and saying some prayers, I made the leap to Pinnacle, and all I can say sincerely, it was the best decision of my professional career. I feel happy professionally again, and Pinnacle gave me the ability to transition successfully and smoothly ironing out any issues and problems with a truly talented team of skilled professionals who handled everything with professionalism. Pinnacle earns the award “best workplaces” and “best places to work” for good reason because it is true.”

– William F. Callahan IV, Financial Advisor – Senior Vice President
West Palm Beach, FL

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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].