Pinnacle Advisors

02/17/2026

Our team had the opportunity to trade desks for bar tops in support of a great cause.

Rob, Lisa, Jennifer, Alex and Regina had a great time stepping behind the bar at the 𝗨𝗻𝗶𝘁𝗲𝗱 𝗪𝗮𝘆 𝗼𝗳 𝗥𝗶𝗰𝗵𝗹𝗮𝗻𝗱 𝗖𝗼𝘂𝗻𝘁𝘆 𝗖𝗲𝗹𝗲𝗯𝗿𝗶𝘁𝘆 𝗕𝗮𝗿𝘁𝗲𝗻𝗱𝗲𝗿 𝗡𝗶𝗴𝗵𝘁, hosted at 𝗪𝗲𝘀𝘁𝗯𝗿𝗼𝗼𝗸 𝗖𝗼𝘂𝗻𝘁𝗿𝘆 𝗖𝗹𝘂𝗯.

From friendly competition with Vitality Natural Wellness to plenty of laughs, teamwork, and community spirit, the night was a reminder of how meaningful it can be to come together for a good cause.

We’re grateful to everyone who attended, volunteered, and supported the event. It was energizing to see local businesses and neighbors rally around an organization that does so much for our community.

Cheers to giving back and doing it together.

12/30/2025

Pinnacle Advisors is honored to be named a 2025 Small Business of the Year finalist in the “15 Employees & Over” category.

Being recognized among local businesses driving economic vitality and community advancement in Richland County underscores our commitment to putting your story first and serving with integrity and purpose.

Watch the finalist video produced by DRM Productions and sponsored by Mechanics Bank:
https://www.youtube.com/watch?v=57RZAPjVwzU

Read more in the full article:
https://www.richlandsource.com/2025/12/10/small-business-of-the-year-hercules-express-wash-pinnacle-building-services-win-big/

Thank you to the organizers and to our community for this recognition!

12/12/2025

After being a part of Pinnacle’s story for more than two decades, Darlene Littleton will be retiring.

Since joining in 2001, she has supported marketing, operations, client communications, events, special projects, and in recent years has partnered closely with our investment department on deposits and trade confirmations. Her steady presence and care have shaped the experience of so many teammates and clients.

As she moves into her next chapter, we share our deep appreciation and our warmest wishes for a future filled with ease, fulfillment, and time to enjoy what matters most.

10/28/2025

From the first conversation to the final round of golf, our 2025 Wealth Collaboration Day at the brand-new Westbrook Country Club was a celebration of what happens when advisors come together.

More than 75 CPAs, attorneys, insurance professionals, and wealth advisors joined us for a day filled with learning, networking, and collaboration.

We’re grateful to Joe Duran of Rise Growth for his vision on the future of our industry, and to John Abbuhl of National Advisors Trust Company for his insights on trust services. Their voices, alongside the exchange of ideas among peers, made this event truly special.

At Pinnacle, we believe collaboration is the foundation for serving families well. This year’s event showed just how much stronger we are when we work side by side.

𝗜𝗳 𝘆𝗼𝘂’𝗱 𝗹𝗶𝗸𝗲 𝗮𝗻 𝗶𝗻𝘃𝗶𝘁𝗮𝘁𝗶𝗼𝗻 𝘁𝗼 𝗻𝗲𝘅𝘁 𝘆𝗲𝗮𝗿’𝘀 𝗲𝘃𝗲𝗻𝘁, 𝘀𝗲𝗻𝗱 𝘂𝘀 𝗮 𝗗𝗠 𝗮𝗻𝗱 𝘄𝗲’𝗹𝗹 𝗯𝗲 𝘀𝘂𝗿𝗲 𝘁𝗼 𝗸𝗲𝗲𝗽 𝘆𝗼𝘂 𝘂𝗽𝗱𝗮𝘁𝗲𝗱.

10/24/2025

Welcome to the building!!

Calling All ARC Krew Members (Future and Founding)!

We’re building something special right here in Medina — a movement of movers — and I want YOU on the Krew. Whether you’re into tech, therapy, storytelling, building, or just fired up to help people move again… this is your moment to jump in.

ARC Foundation is growing fast, and we’re gathering the kind of people who don’t wait for change — they create it.

👉 If that’s you, send a quick note with your background and area of interest to [email protected]

(And yes… I spell “Crew” with a K because it just feels right — but I couldn’t change the “C” in ARC. That one already carries too much meaning 😉)

Let’s make miracles move. 💪✨

10/23/2025

𝗝𝗼𝗶𝗻 𝘂𝘀 𝗮𝘁 𝗼𝘂𝗿 𝘂𝗽𝗰𝗼𝗺𝗶𝗻𝗴 𝗖𝗣𝗔 𝗦𝗲𝗺𝗶𝗻𝗮𝗿𝘀: two purpose-driven gatherings designed for forward-thinking accountants who want to expand their service offering without expanding their workload.

𝗖𝗼𝗹𝘂𝗺𝗯𝘂𝘀: Tuesday, Nov. 11 at Top Golf, 2000 Ikea Way, Columbus OH 43240
𝗖𝗹𝗲𝘃𝗲𝗹𝗮𝗻𝗱 (𝗜𝗻𝗱𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝗰𝗲): Wednesday, Nov. 19 at Top Golf, 5820 Rockside Woods Blvd N, Independence OH 44131

Each event includes a 𝟭𝟬 𝗮.𝗺.–𝟭𝟮 𝗽.𝗺. 𝗽𝗿𝗲𝘀𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 offering 2 free CPE credits, followed by an optional 𝟭𝟮 𝗽.𝗺.–𝟮 𝗽.𝗺. 𝗴𝗼𝗹𝗳 & 𝗹𝘂𝗻𝗰𝗵 session. Hear insights from our distinguished CPA panelists, explore how to integrate wealth-management services into your practice, and connect with peers over complimentary lunch and networking.

𝗦𝗲𝗮𝘁𝘀 𝗮𝗿𝗲 𝗹𝗶𝗺𝗶𝘁𝗲𝗱. 𝗣𝗹𝗲𝗮𝘀𝗲 𝗥𝗦𝗩𝗣 𝘁𝗼 𝗗𝗮𝗿𝗹𝗲𝗻𝗲 𝗟𝗶𝘁𝘁𝗹𝗲𝘁𝗼𝗻 𝗮𝘁 𝗗𝗮𝗿𝗹𝗲𝗻𝗲𝗟@𝗣𝗶𝗻𝗻𝗮𝗰𝗹𝗲𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘀.𝗰𝗼𝗺 𝗯𝘆 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝟰𝘁𝗵. We look forward to welcoming you!

10/21/2025

This year’s Wealth Collaboration Day at Westbrook Country Club brought together more than 75 professionals from across Ohio.

CPAs, attorneys, insurance specialists, and wealth advisors gathered with one goal in mind: collaboration.

The conversations were enriched by Joe Duran, CEO of Rise Growth, who shared his forward-looking perspective on our profession, and John Abbuhl, CCO of National Advisors Trust Company, who provided thoughtful insights on trust services. Their contributions, combined with the exchange of ideas among peers, created a powerful atmosphere of learning and partnership.

This day reminded us that families benefit most when advisors work together at the same table. Thank you to everyone who made it a success.

𝗜𝗳 𝘆𝗼𝘂’𝗱 𝗹𝗶𝗸𝗲 𝗮𝗻 𝗶𝗻𝘃𝗶𝘁𝗮𝘁𝗶𝗼𝗻 𝘁𝗼 𝗻𝗲𝘅𝘁 𝘆𝗲𝗮𝗿’𝘀 𝗲𝘃𝗲𝗻𝘁, 𝘀𝗲𝗻𝗱 𝘂𝘀 𝗮 𝗗𝗠 𝗮𝗻𝗱 𝘄𝗲’𝗹𝗹 𝗯𝗲 𝘀𝘂𝗿𝗲 𝘁𝗼 𝗸𝗲𝗲𝗽 𝘆𝗼𝘂 𝘂𝗽𝗱𝗮𝘁𝗲𝗱.

10/15/2025

We are honored to announce that Pinnacle has been recognized by CNBC as one of the Top 50 firms in their Financial Advisor 100.

This recognition highlights the dedication of our team and the trust of the families and professionals who collaborate with us.

It is a reflection of the relationships we build every day with clients, CPAs, attorneys, and wealth professionals who share the table with us.

Explore the full list: https://www.cnbc.com/2025/10/01/best-financial-advisors.html

Details on CNBC’s selection criteria can be found here: https://www.cnbc.com/2025/10/01/financial-advisor-100-methodology-2025.html

10/14/2025

What an incredible day at the brand-new Westbrook Country Club! Perfect weather, outstanding speakers, great networking, and even some golf to finish it off.

This was the largest Wealth Collaboration Day event in Pinnacle’s history with over 75 CPAs, attorneys, insurance professionals, and wealth advisors from across the state of Ohio coming together to collaborate, share insights, and strengthen relationships.

A special thank you to Joe Duran, CEO of Rise Growth, for sharing his vision on the future of our profession and to John Abbuhl, CCO for National Advisors Trust Company, for his insights on trust services and collaboration. Their perspectives, along with the conversations among so many dedicated professionals, made the day truly impactful.

“That was easily the most informative ‘conference’ type event that I've been to this year, and it's an honor being a partner with Pinnacle.” - Attorney Matt Aberegg

At Pinnacle, we believe families are best served when their trusted advisors (CPAs, attorneys, and wealth managers) sit at the same table. Collaboration Day was a powerful reminder of what’s possible when we come together to serve families with excellence.

Thank you to everyone who joined us. We’re excited to keep building these relationships and working side by side to help families thrive.

𝗜𝗳 𝘆𝗼𝘂’𝗱 𝗹𝗶𝗸𝗲 𝗮𝗻 𝗶𝗻𝘃𝗶𝘁𝗮𝘁𝗶𝗼𝗻 𝘁𝗼 𝗻𝗲𝘅𝘁 𝘆𝗲𝗮𝗿’𝘀 𝗲𝘃𝗲𝗻𝘁, 𝘀𝗲𝗻𝗱 𝘂𝘀 𝗮 𝗗𝗠 𝗮𝗻𝗱 𝘄𝗲’𝗹𝗹 𝗯𝗲 𝘀𝘂𝗿𝗲 𝘁𝗼 𝗸𝗲𝗲𝗽 𝘆𝗼𝘂 𝘂𝗽𝗱𝗮𝘁𝗲𝗱.

10/11/2025

Proud sponsor!!

10/09/2025

One of the most notable OBBB provisions is the creation of “Trump Accounts”.

These accounts are automatically seeded with $2,500 for every newborn in the U.S. and are designed to grow tax-free over time.

The goal is to give individuals a head start on long-term savings.

While the accounts are still new, they highlight the increasing focus on intergenerational financial support.

At Pinnacle Advisors, we believe understanding how these accounts work today is key to preparing families for tomorrow’s opportunities in wealth-building.

You can read more here: https://www.pinnacleadvisors.com/blogs/what-the-obbb-means-for-you-and-your-family

10/02/2025

The One Big Beautiful Bill (OBBB) made several key provisions of the 2017 Tax Cuts and Jobs Act permanent.

That includes lower tax brackets and higher standard deductions.

These changes may seem simple, but they carry weight for long-term planning.

With deductions locked in, individuals and families can have more certainty about their taxable income in the years ahead.

For many, this creates an opportunity to better align their financial strategies with consistent rules.

At Pinnacle Advisors, we’re monitoring these changes closely to help clients understand the real-world impact on their taxes and overall financial picture.

You can read more here: https://www.pinnacleadvisors.com/blogs/what-the-obbb-means-for-you-and-your-family