Pinnacle Investments

06/03/2026

The right environment makes all the difference.

At Pinnacle Investments, advisors are surrounded by experienced professionals who are always willing to share knowledge, answer questions, and support one another. With a flat leadership structure and a collaborative culture, everyone has a voice and the opportunity to grow.

Because when advisors succeed, our clients succeed.

06/02/2026

We’re honored to announce that Pinnacle Holding Company has been named one of Inc’s Best Workplaces of 2026 🏆

As we celebrate our 30th anniversary this year, this recognition means even more because it reflects the incredible people behind Pinnacle who continue to shape our culture every single day.

Thank you to our employees, clients, and community for being part of the journey!

https://pinnacleholdingco.com/blog/pinnacle-named-to-inc-s-2026-best-workplaces-list/

05/27/2026

Giving back goes beyond the office. 🌿🐾

Our Auburn team recently spent time volunteering at the local SPCA, helping with outdoor landscaping and cleanup efforts to support the animals, staff, and visitors who rely on the space every day. We’re proud to be part of a community that believes small acts of service can make a meaningful impact.

Thank you to the SPCA for everything you do for our local animals and community. 💙

05/26/2026

A strong financial strategy isn’t about guessing; it’s about building a structure designed to support long-term growth.

Schedule a conversation with Pinnacle Investments and download our free Business Owner's Structured Financial Strategy Checklist → pinnacleinvestments.com

05/21/2026

Building a business takes vision. Sustaining it takes strategy.

While many business owners focus on growth, fewer take the time to build a long-term financial structure that supports it.

That’s where disciplined planning and a tailored investment approach can make a difference.

Start building with intention → pinnacleinvestments.com

05/15/2026

Running a business requires constant decision-making, but your financial strategy shouldn’t be
reactive.

Many business owners operate without a clear structure for managing income, planning ahead,
or aligning investments with long-term goals.

At Pinnacle Investments, we focus on building strategies designed to evolve alongside your
business, because growth without structure can create more risk than opportunity.

Let’s talk about building a strategy that supports what you’re building →
pinnacleinvestments.com

05/13/2026

Thank you to everyone who joined us for our Women in Investing Seminar last night.

We loved spending the evening connecting, learning, and having meaningful conversations around financial wellness and planning for the future.

A special thank you to Angelina Smith from Fidelity for sharing her insights, our vendors from Alderhaus, JetBlack New York, Rose&Co permanent jewelry, and Craftsman for the event space, as well as food and drink.

Thank you to all of the incredible women who took the time to attend, ask questions, and engage in the discussion.

We’re grateful for the opportunity to create spaces that encourage education, conversation, and confidence around investing and financial planning. We hope you left feeling informed, inspired, and empowered.

Stay tuned for more events and conversations to come. ✨

05/07/2026

If you have an IRA, there’s one more document you may receive after tax season.

Form 5498 is typically issued by May 31 and provides a summary of contributions, rollovers, and the fair market value of your IRA.

In most cases, this form is for your records and does not need to be filed with your tax return, but it’s still an important piece of your overall financial picture.
Understanding what you’re receiving and why can help you stay organized and informed.

Have questions about how this fits into your broader strategy?
Let’s connect → pinnacleinvestments.com

05/05/2026

Joseph Silino is reminding you that May 15th marks an important deadline for New York businesses with 15–29 employees.

If a retirement plan isn’t currently in place, employers may be required to register for the state’s Secure Choice Savings Program or explore alternative options.

Planning ahead can help keep everything on track.

05/04/2026