The Pinnacle Group

Firm Overview:

Pinnacle is a consultative, advice driven wealth management firm dedicated to enhancing the lives and securing the financial future of our clients. We bridge the gap between businesses and the families that own them, ensuring alignment and integration of their personal and business objectives.  We limit the number of our client relationships to allow for the closest personal attention. Our commitment is to serve you with Integrity, Purpose and Independence.

Services and/or Products:

On the personal side we provide comprehensive wealth management, which researchers note is provided by less than 7% of financial advisors nationwide!  Pinnacle's True ClaritySM wealth management solution includes investment management, advanced planning in the areas of wealth enhancement, wealth preservation, wealth transfer and wealth legacy, and relationship management, ensuring collaboration and effective communication among all of your advisors (legal, tax, CFO, etc.) as well as our network of experts. 

On the business side, through The Pinnacle (K)oach Retirement Plan SolutionSM we offer proactive, results oriented retirement plan strategies to business owners who are committed to providing the choice of an optimistic future for their employees.  In addition to managing over 80 401k plans, Pinnacle consults in the areas of succession planning, buy/sell funding, key employee insurance and retention programs.

Past/Current Involvement with the Goering Center:

Pinnacle is a new associate member of the Goering Center, though clients of Pinnacle have been members over the years.  We look forward to being active participants and contributors to the Center.

Special Offer(s) for Goering Center Core Members:

Pinnacle will provide interested member firms with a complimentary, Benchmarking Analysis of their 401k plan, providing peer group comparisons to a nationwide database.  For business owners, Pinnacle will provide a complimentary Second Opinion analysis of their current investments.

Contact Information:

Primary Individual Contact:

Scott Sims
ssims@planwithpinnacle.com
513-874-4440
9100 West Chester Towne Centre Dr., Suite 225
West Chester, OH 45069
http://www.planwithpinnacle.com
Year Company/Firm Founded: 1994