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. 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: minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm’s internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. The award is not indicative of the wealth managers’ future performance. For more information please visit www.fivestarprofessional.com.
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