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.
Leigh Harter discusses the importance of business succession planning and why it can be difficult to convince small business owners of its necessity.
Michael Mingolelli, Jr. and Jennifer Root shared insights and views on building brand identity in specialized markets, digital marketing and imagining the firm of the future.
The award recognizes Boston-area businesses who are positively impacting the Boston community through both their business and community involvement endeavors.
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.