Innovation, uncommon expertise and proactive service together form the underpinnings of our firm’s foundation, and they are the principal reasons why our clients have benefited from working with us since 1973.  Serving the needs of New England-based, national and international clients, we passionately bring our forward-thinking perspective and solutions to each client relationship.  Our Employer Services and Private Client Practice, two distinct yet complementary areas of specialization, share a singular objective: to provide exceptional client service and cutting-edge insights and advice so that our clients can act with confidence.


News & Announcements
02.18.15 Michael Mingolelli, Jr. Appointed to M Financial Holdings Board of Directors

Michael Mingolelli, Jr. has served on numerous M Financial committees and advisory boards since Pinnacle became a M Member Firm in 2010.

02.12.15 Pinnacle's 2014 Annual Review Has Arrived!

Enjoy our third annual overview of the highlights and success stories of the past year.

12.12.14 Pinnacle's 2014 Holiday Card Video is Here

Thank you to partners, clients and friends for a great 2014. Wishing you the very best in 2015!

M Finacial Group ™

Pinnacle Financial Group is proud to be a member firm and shareholder of M Financial Group. M Financial Group is one of the nation's premier financial services distribution companies, serving affluent individuals, corporate executives, entrepreneurs and Fortune 1000 companies through an exclusive network of more than 125 successful and innovative independent financial services firms.