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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.[/vc_column_text][/vc_column][vc_column width=”1/2″ css=”.vc_custom_1445262215704{margin-bottom: 35px !important;}”][vc_empty_space][vc_single_image image=”70831″ img_size=”full” onclick=”link_image”][/vc_column][/vc_row][vc_row type=”container” padding_top=”” padding_bottom=”” css=”.vc_custom_1444503529998{margin-top: 10px !important;margin-bottom: 0px !important;}”][vc_column][vc_column_text]
Menu Of Services
We provide a comprehensive array of Wealth Management Services for a variety of clients and situations.
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- Corporate Retirement Plans
- IRAs (Regular and Roth)
- Lump Sum Distributions
- Individual Investment Portfolios
- Trusts
- Foundations
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- Serving as executor
- Taking care of trust beneficiaries
- Handling trust administration
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- Gift and Estate Tax Reduction
- Family Trusts
- Life Insurance Trusts
- Charitable Trusts
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- Executive Benefits
- ESOP Strategies
- Business Succession
[/vc_column_text][/vc_tta_section][/vc_tta_accordion][vc_separator color=”#e2e2e2″ type=”normal” thickness=”1″ up=”” down=”” el_class=”dotted”][/vc_column][/vc_row][vc_row type=”container” padding_top=”” padding_bottom=””][vc_column][vc_column_text css_animation=”top-to-bottom”]How We Are Paid
We are paid a fee based on a percentage of assets under management. There are no transaction costs or sales commissions charged. Our minimum account size is $250,000. Fees charged for estate planning services are waived for accounts above $500,000. All fees will be fully disclosed prior to engagement.
Beginning A Relationship
The first step in determining if our services can meet your needs and expectations is to schedule a no-obligation interview with a Pinnacle Trust officer. This meeting can be held at our office or at your home or business.[/vc_column_text][/vc_column][/vc_row][vc_row type=”container” padding_top=”” padding_bottom=””][vc_column][vc_cta h2=”Get Started Now!” txt_align=”center”]
Contact Sandra O’Mire at 1.800.844.3254 or email ldomire01@aol.com
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