All at the same table. All on your side.
At Pinnacle, we pride ourselves on being more than just financial advisors. We are your collaborators in precision and your trusted delegates on the path to comprehensive wealth management.
We illuminate the complexities of financial planning, guiding you through every step. In coordination with professionals, we fuse our strengths to meet your unique financial needs.
As our valued client, you are at the heart of our commitment. Your finances are not simply a footnote in reaching a final destination, but a valuable component in the story of your life. We’re here to help you embrace and achieve each milestone together.
Let us help you worry-free planning for a secure tomorrow with services including:
- Wealth Management
- Trust Management
- Corporate Trusts
- Company Retirement Plans
- Wealth Collaboration
- Institutional Investing
Reach out to learn more about Pinnacle Advisors or explore our website at: https://www.pinnacleadvisors.com
Pinnacle is a fee-only Wealth Management firm working with affluent individuals, business owners and their families. Pinnacle sells no products and receives no income from any third party. Pinnacle is an SEC Registered Investment Adviser, which legally makes Pinnacle a FIDUCIARY to its clients under both state and federal law.
We are a full-service financial firm based in the Columbus, Ohio area. We offer personalized financial services that create confidence and certainty during all phases of life, utilizing a variety of methods, customized strategies, and financial tools to help you grow and protect your wealth.
As a holistic planning firm, we provide services in many areas of financial planning, including retirement planning, Social Security planning, college planning, business financing strategies, and more. We offer personalized solutions that give our clients more control over your financial outlay during your working life, as well as unique methods to grow and protect your wealth for the future, lower your tax burden in retirement, and pay for college while saving for retirement at the same time.
All of our partners are Certified Financial Fiduciaries® (CFF), as well as Authorized Bank On Yourself® Advisors.
(Financial planning and investment advisory services offered through Prosperity Capital Advisors (PCA) an SEC registered investment advisor. For more information, please visit www.adviserinfo.sec.gov.)
Competence and innovation drive the horizon of our ideas and services to secure our customers business; partnerships with main technology vendors, research institutes and universities, make Horizon Security a reference for improvement of security within organizations.
Horizon Security has defined a wide set of services and solutions, based on Business, Competence and Innovation, to cover all security needs of medium and large enterprises:
- Security Assessment 360
- Business Data Security
- Information Security Management and Strategy
- Cyber Security