Pinnacle Investment Management, Inc.

We are a fee-only investment management and financial planning firm located in the greater Hartford CT area, providing wealth management services to individuals and institutions around the globe. We serve as a fiduciary and are committed to placing our clients’ best interest ahead of our own.

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Pinnacle Investment Management, Inc.
Pinnacle Investment Management, Inc.

Welcome to Pinnacle Investment Management, Inc. We are a fee-only investment management and financial planning firm located in the greater Hartford CT area, providing wealth management services to individuals and institutions around the globe. We serve as a fiduciary and are committed to placing our clients’ best interest ahead of our own. Pinnacle is proud to have joined Mercer Advisors and believe their commitment to serving clients as a fiduciary, along with their technology, administrative and financial planning resources will enable us to do an even better job serving our clients. Providing Fee Only Advice as a Fiduciary, For over 25 Years. o Investment Management o Financial Planning o 401(k) and Retirement Plans


Address: Greystone Court, 573 Hopmeadow Street, Simsbury, CT 06070

Phone: +1 860 651 1716
FAX: