Your trust. Our expertise.

Live a Life of Significance.

Thrive in all the important aspects of life.

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Mature man working on tablet in office


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Older woman holding coffee cup


Travel to your destination with clarity and arrive with confidence.

Travel to your destination with clarity and arrive with confidence.

Clarity. Confidence. A Path Forward.

Life brings opportunities, challenges, and transitions. Whether you’re building savings, supporting your family, or preparing for the next chapter, you deserve guidance you can trust.

At The Pinnacle Financial Group, we provide thoughtful, personalized wealth management that helps you simplify decisions, stay organized, and move forward with confidence. We focus on protecting what you’ve built, growing what you’ve saved, and aligning your finances with the life you want to live.

Who We Serve

  • Savers looking to make the most of their hard-earned money
  • Families wanting to plan across generations with clarity and care
  • People in Transition navigating retirement, career changes, or other life events


Our mission is simple: to help you make smart, informed choices so you can enjoy peace of mind today and be prepared for tomorrow.


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Watch this short video to learn how Investor360° delivers easy online access to your complete financial life.

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2025
Tom Donahue named winner of the Five Star Wealth Manager award for the 18th consecutive year. He has been named a Five Star Wealth Manager for all 18 years of this award and is one of 93 advisors recognized for 2025.

2024
Tom Donahue named winner of the Five Star Wealth Manager award for the 17th consecutive year. He has been named a Five Star Wealth Manager for all 17 years of this award and is one of 103 advisors recognized for 2024.

2023
Tom Donahue named winner of the Five Star Wealth Manager award for the 16th consecutive year.

2008-2025 Five Star Wealth Manager Award, created by Five Star Professional. The 2025 award was presented in March 2025 based on data gathered within 12 months preceding the issue date. 2,028 advisors were considered, 93 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of an advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

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