About Us

Letter from the CEO

Welcome, and thank you for visiting Pinnacle Financial Group online.  Whether you are looking for information regarding a particular consulting issue or specifically about our firm, we hope your visit provides you with the information and resources you are looking for.  At Pinnacle, we are uniquely interested in and positioned to respond to the needs of our audience.

Exceptional responsiveness is just one aspect of our culture at Pinnacle.  The core elements of our company philosophy and clients’ success can be distilled down to these essential Pinnacle practices: 

Put the clients first.  Not only do we strive to genuinely understand your goals, develop real solutions and deliver an unparalleled client experience, we also emphatically believe in operating independently and objectively on our clients’ behalf.  To that end, Pinnacle openly shares information regarding fees and compensation up front so clients feel confident they are getting the best recommendations tailored to their individual goals, with full transparency.

Be the best through expertise and innovation.  This isn’t just lip-service.  Pinnacle is passionate about helping clients stay a step ahead through hiring and retaining top consultants - offering long-term equity-driven opportunities - as well as continuously reinvesting in our infrastructure, operating platforms and strategic partnerships such as our membership in M Financial Group.   

Create an empowering environment.  Our enthusiasm for providing creative, cutting-edge solutions and outstanding service is, in part, attributable to everyone at Pinnacle’s authentic enjoyment, respect and support of one another.  I am truly thankful to be working with such a dynamic, talented and collaborative group.  

Be a leader in corporate citizenship.  From both a corporate and personal perspective, we believe that it is Pinnacle’s responsibility and reward to be able to participate in a wide range of community involvement activities.

In today’s environment, clients expect and deserve superlative consultative advice based on well-reasoned, incisive analysis and delivered with unmatched service.  Our boutique consulting firm stands poised to meet and exceed your expectations.  Located in Massachusetts, we serve both domestic and international private client families, and we provide a wide range of executive benefit services to companies from New England to California.

Thank you again for your interest, and on behalf of the entire Pinnacle Financial Group team, I look forward to focusing Pinnacle’s best practices on assisting you with any of your private client and executive benefit services.


Michael A. Mingolelli, Jr., Esq.