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  • Security . Trust
    Peace of Mind
    Pinnacle

    Find Out What Makes Us Different

     

  • Security . Trust
    Peace of Mind
    Pinnacle

    Find Out What Makes Us Different

     

  • Security . Trust
    Peace of Mind
    Pinnacle

    Find Out What Makes Us Different

     

  • Security . Trust
    Peace of Mind
    Pinnacle

    Find Out What Makes Us Different

     

Why Pinnacle?

You want the comfort of financial advice from someone you trust, someone that has your best interests at heart.  Our clients say they love working with us because they trust us.  At Pinnacle, we understand that trust is earned.  Our friendly, responsive, staff treats you like family; with prompt responses to your questions and a collaborative process that centers around education so that you understand the choices you are making.  Here are a few of the ways we will earn your trust:

 

Credentials & Experience

Each of our partners has over 25 years of industry experience and has been designated as a Certified Financial Planner (CFP®) and/or Chartered Financial Analyst (CFA®). Our experience is primarily analytical, in research and investment management, not sales.

 

Independence & Ethics

Pinnacle is an independent Registered Investment Advisor (RIA) regulated by the SEC. We have a legal, fiduciary obligation to place our clients’ interests ahead of our own. Additionally, the privacy and confidentiality of our clients’ information is our top priority.

 

Holistic Advice

We take a multi-disciplinary approach to financial planning, offering comprehensive solutions for your total financial well being.

 

Dynamic Asset Allocation

We follow a disciplined investment philosophy, emphasizing broad diversification using low cost mutual funds and ETFs and regular tax-conscious rebalancing.

 

Clear Fee Structure

Our hourly financial planning fees and investment management fees based on Assets Under Management are completely transparent. You will always know how much you are paying us.

 

Client Education

We want to be your partner to help you make the optimal financial decisions for your family. Educating our clients is a critical aspect of our approach. We provide clients with our guidance, analysis and recommendations. The final decision is always yours. We never forget, ‘It’s Your Money’.

PINNACLE SERVICES

 

Wealth Management

Our Wealth Management service combines comprehensive financial planning and investment management services in one bundled fee.  

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Investment Management

Our stand alone Investment Management service provides ongoing portfolio management using our disciplined approach to dynamic asset allocation.  

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Comprehensive Financial Planning

Our financial plans can answer a multitude of your financial questions by providing a snapshot of your financial situation as of a given date.  

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Retirement and Social Security Planning

Wondering whether you have saved enough money to retire or when to begin taking Social Security?  A targeted retirement plan analysis can help answer these questions.  

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College Planning

Paying for college can pose a significant financial burden.  We will help you estimate projected costs, determine the amount to save in order to fund this need, and recommend the most effective and tax efficient college savings strategies, such as 529 plans.

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Divorce Planning

The financial ramifications of divorce can be devastating.  We help you make more informed decisions during this stressful and emotional time by helping you understand your potential financial settlement options and how they impact your financial future.  

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Home

Pinnacle Team 

 

Jim Stork

Principal

CFP®, CFA

Lisa Louise Bayer

Principal

CFA, CFP®, CDFA

Larry Uitermarkt

Principal

CFP®

Lauren Hunt

Wealth Advisor

Dan Fitzgerald

Wealth Advisor

CFP®

Karen O’Donnell

Client Relationship Manager

Jeanne Nortier

Client Relationship Manager & Office Manager

Carrie Bayer

Client Relationship Manager

Resources

 

 

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