What We Provide

Pinnacle provides private client and executive benefit services, from life insurance portfolio construction to benefit plan design, implementation and management.

Private Client Consulting

Pinnacle helps you protect, preserve and pass on your wealth with confidence.

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International Services

Our services help global families migrating their wealth, U.S. residents living in other countries or those abroad moving to or investing in the United States.

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Private Placement Investing

Pinnacle helps clients implement an investment strategy through private placement insurance.

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Executive Benefits / COLI / ICOLI / BOLI

Executive Benefits/COLI/ICOLI/BOLI

Pinnacle provides innovative, customized solutions designed to meet the goals of plan participants, corporate management and shareholder owners.

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It’s a Matter of Strategy

Our core principles help guide us in everything we do, each step of the way, every day. We always put the client first. We strive to be the best through our experience, expertise and innovation. We create an empowering environment for our employees so they can succeed. We believe in being a leader in corporate citizenship.

Pinnacle Financial Group Holiday eCard 2017

Wishing you a wonderful holiday season and a joyous New Year.

Pinnacle Hosts PPLI Symposium

On October 12th at the Four Seasons Hotel in Boston Massachusetts, Pinnacle Financial Group hosted a symposium sharing recent experiences and insights in the private placement life insurance (“PPLI”) marketplace. The symposium consisted of three panel discussions focused on recent experiences by MFOs in engaging clients in PPLI, international planning applications of PPLI and perspectives […]

Trump Tax Cuts and Deferred Compensation

GOP/Trump Tax Cuts – Bad for pretax compensation deferral? By David Hauptman Over the course of a working career, I’ve seen higher taxes during the Clinton administration, lower taxes during Bush 41, higher taxes during the Obama administration, and lower potential income taxes now. What we should be focusing on is the long term outcome [...]