Address : 200 Summit St, Burlington, Vermont 05401, United States
Phone Number : +1781-932-4855
Industries : Financial Services, Insurance
Website : pinnacleprivatewealth.com
Company Description
Invest With PurposeAt Pinnacle Private Wealth, our collaborative approach to design customized wealth strategies is paramount in guiding you to invest with purpose. As a trusted advisor, our client's goals and interests always come first. We pride ourselves on investing client assets with the most amount of certainty and the least amount of risk. In this dynamic environment, it is not enough to just design a thorough, customized financial plan. You can rely on our firm to continually update and monitor your plan while providing ongoing guidance and advice designed to help grow and protect your wealth. We are committed to providing you with an exceptional client experience.Call us at (781) 932-4855 or email us at info@pinnacleprivatewealth.com to set up a free consultation. We look forward to helping you Invest with Purpose.Securities offered through Triad Advisors Member FINRA/SIPC. Advisory Services offered through Pinnacle Private Wealth, LLC. Pinnacle Private Wealth, LLC. is not affiliated with Triad Advisors
Specialities
- Wealth Management Strategies
- Insurance
- Income Planning
- 401 Plans For Small To Midsized Companies
- Financial Services
- Legal Services
- Risk Management
- Investment Strategies
- Retirement Planning
- Estate Planning
- Law Practice
Financial
Employees Total : 50
Revenue (Yearly) : 3M
Miscellaneous
Founded in : 2009
Twitter : pinnacleprivate
Facebook : PinnaclePrivateWealthLLC
Linkedin : pinnacle-private-wealth
Domain Name Services : Route 53
Email Delivery : Rackspace MailGun
Email Providers : Outlook
Tech : Microsoft Office 365
Hosting : Amazon AWS
CMS : WordPress.org
Last Updated : 2023-11-21
Employees
- Hugh Maginnis ( Senior Vice President Wealth Advisor )
- Kelly Watzka ( Senior Partner )
- Dan Petersen ( Financial Advisor at Pinnacle Private Wealth Group part )
- Maxwell Cotton ( Administrative Assistant )
- Deb Ray ( Client Relationship Manager )
Alumni
- Matthew Delaney ( Wealth Advisor )
- Daniel Cotton ( Managing Partner )
- Edward Silbert ( Senior VP )
- Alice McElhinney ( Senior Vice President )
- Vincenzo Stuto ( Vice President )
- Kristen Shutt ( Head Of Operations )
- Anthony Depinto ( Wealth Advisor )
- Brian Dudley ( COO/Senior Vice President )
- Alexandra Zolga ( Operations Manager )
Competitors
 | Wealth Enhancement Group financial services 60M yearly revenue |
 | Financial Connections Group, Inc. financial services 7 employees |
 | Strategic Advisory Services, L.L.C. financial services 2.4M yearly revenue |
 | PlanVest Financial financial services 4 employees |
 | Preferred Planning Concepts, LLC financial services 4 employees |
 | Stewart Financial Group financial services 10 employees |
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