Pinnacle Investment Management Inc. / Financial Advisor in Simsbury, Connecticut

John Shanley, CFP
Pinnacle Investment Management Inc. provides wealth management services to help families and individuals build and preserve their financial resources. These services may include: Managing globally diversified investment portfolios consisting of no-load mutual funds, ETFs, and/or individual securities. Developing and reviewing financial strategies and plans for retirement. This includes developing and assessing a saving, spending and investment strategy to achieve a financially comfortable retirement. Recommending strategies for preserving wealth for future generations. This includes reviewing and recommending strategies to transfer estates to heirs in ways that minimize taxes and/or keep investments tax deferred.
We are wholly independent, and strive to avoid any conflicts of interest. We do not receive commissions, nor do we have any incentive to utilize a particular investment or recommend a particular attorney or accounting firm. Our priority is to see that our clients achieve their financial goals.

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