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Solutions to meet your financial needs whether saving for the future or seeking income today. Investments, sophisticated estate planning solutions, wealth and tax planning, services for businesses, estates, trusts and turnkey retirement plans.
To learn more click on the applicable company link below.

News & Updates

May 6, 2013
Pinnacle Investments, LLC is pleased to announce that Stephen Y.L. Chow has moved his wealth management practice to their Syracuse, NY office.

April 18, 2013
Pinnacle Named a Top Ten Company to Work for in Central New York by Biz/Eventz/CNY Business Journal

April 18, 2012
Welcome to the Pinnacle Family of Companies!

February 21, 2012
Pinnacle Receives Strategic Investment


February 14, 2012
Matthew Jacob Moves Wealth Management and Tax Strategies Business to Pinnacle and Joins Board


November 21, 2011
Pinnacle Outlines Growth Strategy in CNY Business Journal


October 28, 2011
Joseph Masella Named CEO of Pinnacle Capital Management


September 19, 2011
Riverwood Capital Co-Founder Thomas J. Smach Joins Pinnacle's Board of Directors, Bringing Global Management Experience to the Firm


  • Pinnacle Capital Management
  • Confidential Planning
  • Pinnacle Investments
  • Pinnacle Solutions

Pinnacle Capital Management

A client-focused investment management firm delivering investment-advisory and portfolio-management expertise to high-net-worth individuals and institutions, including corporations, pension funds, foundations, endowments, labor unions, insurance companies, healthcare organizations, mutual funds and government entities.

Click to learn more at www.pcm-advisors.com

Confidential Planning

Retirement programs for educators and their employees in school systems, universities, hospitals, and not-for-profit organizations. With decades of experience in the 403(b) market, our SmartChoice 403(b)™ and MultiChoice 403(b)™ retirement programs are designed to simplify your plan, save you time and lower your costs, while keeping you current with 403(b) regulations.

Click to learn more at www.cpcfs.com

Pinnacle Investments

As a full-service investment firm, we provide the personalized approach to investment management and client service often missing at larger financial institutions. Our global investment reach incorporates a wide array of services including financial planning, asset management, traditional brokerage, and employer sponsored retirement plans.

Visit us at www.pinnacleinvestments.com

Pinnacle Solutions

Providing clients with strategic planning options for income and wealth preservation. Since every need is unique, we approach each situation from an objective and analytic perspective. While we may utilize sophisticated planning techniques, often we find that simple solutions best meet our clients’ needs. Rest assured that Pinnacle Solutions has the experience, education and resources to find or create the right solution for you. Contact us

Pinnacle LLC
© 2012 Pinnacle Holding Co., LLC
All rights reserved.
Member FINRA,  SIPC
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