Wealth Management With A Personal Touch
Pinnacle Trust serves high net worth individuals and families with differing backgrounds, vocations and personalities.
In short, our clients value relationships with financial professionals who understand them and who appreciate their needs, goals, and passion for life’s important matters.
Menu Of Services
We provide a comprehensive array of Wealth Management Services for a variety of clients and situations.
- Corporate Retirement Plans
- IRAs (Regular and Roth)
- Lump Sum Distributions
- Individual Investment Portfolios
- Serving as executor
- Taking care of trust beneficiaries
- Handling trust administration
- Gift and Estate Tax Reduction
- Family Trusts
- Life Insurance Trusts
- Charitable Trusts
- Executive Benefits
- ESOP Strategies
- Business Succession