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Our Approach

Here at Pinnacle Group Financial Services we utilize a step-by-step process in order to help educate and prepare you for your future.

This process includes but is not limited to:

  • Identifying your goals
  • Designing a strategy specific to your unique needs
  • Assisting you in the implementation of your strategy
  • Monitoring and adjusting your strategy over time as your needs change


Our investing approach draws inspiraton from America's institutions of higher learning, such as Yale and Harvard. Ivy league endowment fund managers have developed a unique approach to asset allocation that has been adopted by municipalities, large institutions and sophisticated investors. By including an "alternative investment" component (as opposed to just stocks and bonds) in the asset mix, portfolios gain the potential for superior risk-adjusted returns and lower volatility through market cycles. The Pinnacle Group FInancial Services brings these opportunities to you.

Today's financial environment demands an approach that incorporates the expertise of skilled professionals, a variety of available solutions, and the independence required to provide objective recommendations.