The Pinnacle Group is a creative sales and marketing firm specializing in revenue growth for the financial services industry through the implementation of advanced planning; creative marketing; and life, annuity, and long-term care solutions.

We partner with RIAs, whether fee-based or fee-only, to help them:

Grow assets under management.

Provide solutions only life insurance and annuities can provide.

Retain a fiduciary control of all client assets, and ensuring holistic financial planning with all assets in mind.

Differentiate themselves from the competition.

We pride ourselves on our ability to serve as both field support and a centralized back-office team that’s fully dedicated to your planning needs. Instead of turning to a third-party solution, think of us as your one stop shop for every business channel and client need.