Pinnacle Private Wealth

Retirement Planning Firm in Lexington, MA

Firm Info
Address: 200 Summit Dr, Burlington, MA 01803, USA
Phone: (781) 932-4855

Firm Size
Assets Under Management: $820.3 million
# of Advisors: 13
# of Clients: 1,975
Client to Advisor Ratio: 152:1
Average Account Size: $415,328
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Pinnacle Private Wealth, LLC Overview

Pinnacle Private Wealth, LLC is a Fee-Only registered investment advisory firm that is headquartered in Burlington, MA. Since its inception in 2016, the firm has built a reputation for providing top-notch investment advice and financial planning services to its clients. With a strong commitment to integrity, transparency, and personal attention, Pinnacle Private Wealth has emerged as a shining star in the world of wealth management. As an investment advice only firm, Pinnacle Private Wealth offers a range of services to help clients achieve their investment goals. Its services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, pension consulting services, and selection of other advisors. With a comprehensive approach to wealth management and a focus on long-term growth, Pinnacle Private Wealth is well-equipped to handle the complex needs of its clients. Whether you're an individual investor looking for guidance on your portfolio, a small business owner seeking to maximize returns on your investments, or an institutional client seeking pension consulting services, Pinnacle Private Wealth has the expertise and resources to help you achieve your goals. With a team of seasoned investment professionals, the firm is committed to delivering superior results and providing personalized attention to every client. Trust Pinnacle Private Wealth to help you build and protect your wealth over the long-term.

PINNACLE PRIVATE WEALTH, LLC is a top-tier financial advisory firm catering to a wide range of clients, including individuals and high net worth individuals. With a wealth of expertise in financial planning, investment management, and wealth preservation, they offer comprehensive solutions to their clients' financial challenges. Their client base encompasses individuals from diverse backgrounds and professions, including executives, entrepreneurs, professionals, and retirees. When it comes to fee structures, PINNACLE PRIVATE WEALTH, LLC offers flexibility to its clients, depending on the service provided. They provide a range of fee structures, including percentage of assets under management (AUM), hourly rates, and fixed fees. The percentage of AUM fee structure is based on the client's total investments managed by the firm. The hourly rate is calculated for complex financial planning or a specific investment-related problem where the client requires assistance. Finally, the fixed fee is assessed for a pre-specified project or service. PINNACLE PRIVATE WEALTH, LLC strives to stay transparent, offering options at competitive rates, ensuring complete satisfaction of their clientele.

Typical Clients, Fee Structures & Investment Minimum

According to the note in Pinnacle Private Wealth's Part 2 Brochure, the firm does not require a minimum asset amount for their financial planning, hourly consulting, participant consulting or research services. However, for their customized advisory services, there may be a required minimum account value that will be outlined in the Client agreement. Therefore, it is not clear what the investment minimum is for Pinnacle Private Wealth as it varies depending on the type of service being provided.

How This Office Can Help Lexington, MA Residents

Pinnacle Private Wealth helps clients in Lexington, MA with a variety of financial situations, including retirement planning, estate planning, tax planning, and investment management. With the high cost of living in Massachusetts, it's critical for residents in Lexington to make the most of their money. Pinnacle Private Wealth works closely with clients to help them achieve their financial goals by creating customized strategies that align with their unique needs and circumstances. For example, many residents in Lexington face the challenge of balancing their retirement savings with the high cost of living in the area. Pinnacle Private Wealth can help individuals maximize their savings by providing guidance on investment allocation, tax planning, and retirement income strategies. Additionally, estate planning is a critical aspect of financial planning for individuals in Lexington, especially those with substantial assets. The team at Pinnacle Private Wealth can help clients develop a comprehensive estate plan that ensures their assets are protected and distributed according to their wishes.

To view the Minimum Investment and Fee Schedule for Pinnacle Private Wealth, LLC, visit their Part 2 Brochure.

Services Offered by Pinnacle Private Wealth, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Pinnacle Private Wealth, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 200 Summit Dr, Burlington, MA 01803, USA
Phone (781) 932-4855
Opening Hours
  • Mon 8:30 AM–5 PM
  • Tue 8:30 AM–5 PM
  • Wed 8:30 AM–5 PM
  • Thu 8:30 AM–5 PM
  • Fri 8:30 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  1 Reviews

Other Office Locations

Firm Headquarters
Firm headquarters location 200 SUMMIT DRIVE, 4TH FLOOR, SUITE 420, BURLINGTON, MA 1803, United States

This firm has no other locations.


Disciplinary History

Pinnacle Private Wealth, LLC does not have any disclosures. Please visit it's Form ADV for more details.