The Pinnacle Financial Group is the premier independent wealth management firm in the Charlotte region that provides single-source wealth management and financial transition services.
We want our clients to be in a situation financially where they can do the things that light up their eyes on a daily basis. Our clients are successful professionals, business owners, physicians, and retirees, many of whom are at a critical juncture where they need to take action with specific planning decisions. Most often, this juncture involves the transition from their "working years" to their "retirement years."
Our clients recognize the need for expert, independent advice and professional guidance. We use a wealth management consultative process, seeking to work with clients for whom we can add extraordinary value and service, not only at decision time, but throughout their lifetime.
At the Pinnacle Financial Group, we understand that without an expert, navigating financial transitions can feel overwhelming. Our Pinnacle Path is designed to guide you through proper planning and implementation.
Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,822 Charlotte wealth managers were considered for the award; 277 (16 percent of candidates) were named 2015 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
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