Find an Advisor Why Pinnacle Contact Client Login Home About For Individuals For Advisors Media Put Your Trust in Us Creating a seamless transition for you, your staff, and your clients. We’ve Got Your Back Since our inception, Pinnacle has repeatedly delivered on our commitment to be a supportive partner for our advisors. Whether you’re moving from a small firm or a major wirehouse, our experienced and efficient transition team will ensure your business hits the ground running. They will be there every step of the way as you start your new adventure. Not to mention, after you’re transition is complete, you’ll always have access to our full suite of professionals who are dedicated to supporting you and your clients. Apply now Trust the Process 1. Learning & Discovery To continue on the path towards success, we must fully understand your business as it stands today. This process involves identifying your short-term and long-term goals for the future, explaining the resources available to you at Pinnacle, and find out, in your opinion, what are the obstacles that are holding you back. 2. Planning & Implementation We understand not every advisor has the same goals or is at the same point in their career. That is why our transition team, marketing team, and support staff will assist you every step of the way in developing a plan tailored to your business’s specific needs to ensure our strategies are aligned from the beginning. 3. Review & Adjust Our unique company culture allows you to assess your performance, re-evaluate your plan, and zero in on those things that are important to you. Ultimately leading to a more successful relationship between our advisors, management, and company as a whole. Don’t wait for the opportunity… Create it. Learn how you can be a part of the journey in growing our client-focused firm that truly takes care of its people. For a confidential discussion please call the Director of Recruitment and Head of the Transition Team, Liz Bartlett, at (315) 295-3826 or via email at lizbartlett@Pinnacle-llc.com. Information Glossary Disclosures News Find an Advisor Company Investment Services Our Story Locations Why Pinnacle? We are steadfast in our commitment to not only support you in your goal to build your practice but offer you the opportunity to build something of lasting value. Learn More FINRA / SIPC Member Privacy Policy Copyright 2021 Pinnacle Investments. Website by The Lab Creative