Find an Advisor Why Pinnacle Contact Client Login Home About For Individuals For Advisors Media Our Story Providing comprehensive wealth management, advisory, and investment services for individuals, businesses, organizations, and institutions since 1996. Pinnacle Investments, LLC was established in 1996 by Gregg Kidd and Dan Raite. Together they have over 50 years of experience in the brokerage industry having spent 10 years together as producers at a wirehouse before launching Pinnacle Investments. As an independent firm, Pinnacle offers an open architecture platform and state-of-the-art technology through its relationship with First Clearing, a Wells Fargo Company. Celebrating our 25th anniversary in 2021 we have used our proven culture of knowing how to keep our advisor’s interests and needs at the forefront of our mission. By having experienced advisors running our firm, we avoid culture clashes that spoil the experience of our advisors and clients. This philosophy has us on an impressive growth trajectory throughout the U.S. Pinnacle’s success is attributable to its ability to provide a personalized approach to investment management and client service while offering the same investment products and protections available at larger financial institutions. Our wide array of services includes financial planning, asset management, traditional brokerage, and employer-sponsored retirement plans. Pinnacle Investments, LLC is a proud member of the Pinnacle Family of Companies, an organization designed to provide a full range of financial solutions to individuals, businesses, and institutions. For more information on our member companies, visit Pinnacle Holding Company. Co-Founders, Dan Raite & Gregg Kidd on Pinnacle Peak in Ashville, NC. Choose Proven Results Start growing your wealth today With an established, proven track record of professional advisement, the team at Pinnacle Investments is ready to take your wealth management to the next level. Contact Us 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