This is Pinnacle

For more than 40 years, Pinnacle has provided private client and executive benefit services, from life insurance portfolio construction to benefit plan design to implementation and management. Whether it’s domestic or international families, or a large corporation, our clients get a tailored approach and a customized solution.

We are a long-standing Member Firm of M Financial Group, one of the nation’s premier life insurance distribution company. This solid partnership provides you with access to M Financial Group’s proprietary products, processes and technology.

Our deep belief to philanthropy and public service is driven by our belief in the power of team. We are proud to be active participants in our community.

Letter from the CEO

Pinnacle provides a wide range of private client and executive benefit services, from life insurance portfolio construction to benefit plan design to implementation and management. From domestic and international families to large corporations, our clients get a tailored approach and a customized solution.

Our core principles help guide us in everything we do, each step of the way, every day. We always put the client first. We strive to be the best through our experience, expertise and innovation. We create an empowering environment for our employees so they can succeed. We believe in being a leader in corporate citizenship.

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.

We are passionate about helping clients stay ahead through hiring and retaining top consultants and forging strategic partnerships such as our membership in M Financial Group.

Our mutual respect and support of one another not only helps us stay strong, it provides you with a passionate, dynamic, talented and collaborative team.

On behalf of all of us at Pinnacle, we look forward to providing you with innovation, technology, and best practices to assist you with industry-leading private client and executive benefit services.

We know that tax and benefit planning are not events — they are lifelong processes. We’re ready to deliver for you along the journey.

Sincerely,

Michael A. Mingolelli, Jr., Esq.

We are a proud Member Firm of M Financial Group.

M Financial Group is one of the nation’s premier life insurance distribution company, serving affluent individuals, corporate executives, entrepreneurs and Fortune 1000 Companies through an exclusive network of more than 150 successful, innovative, independent financial services firms.

M Financial Group consists of and is owned by a national network of independent Member Firms carefully chosen from the elite leaders in the industry. While Member Firms may specialize in specific fields, all are experts in dealing with the complex issues that face affluent clients and their advisors. Each is committed to serving the ultra-affluent and corporate markets in the most ethically responsible and strategically sound manner.

Our solid relationship with M Financial Group provides clients with access to M Financial Group’s proprietary products, processes and technology. M Financial Group’s products provide different underlying cost drivers to positively impact performance. M Financial Group’s relationship with carriers and its proprietary products allow us to enhance our in-force management of our client’s life insurance portfolios relating to policy expense management, which is uncommon with retail products. M Financial Group carriers offer Member Firms access to dedicated resources that allow us to provide proactive, prompt and sound service, and in-force management. Finally, M Financial Group has invested substantially to develop leading edge technologies to enhance the client experience, from insurance policy acquisition through in-force management.

Community Involvement

The following is a partial list of organizations we support financially or through personal involvement:

Our longstanding commitment to philanthropy and public service is driven by our belief in the power of team. We are proud to be active participants in our community. Here are two recent examples of how we’ve served our community.

Several Pinnacle employees participated in the MuckFest MS to benefit the National Multiple Sclerosis Society. The 40-member team — the Mingo Muckers — raised thousands of dollars to support advances in the treatment of MS.

We recently spent our annual company day of service at Project Just Because in Hopkinton, Massachusetts. The team sorted donated items and assembled holiday gift bags that included toys, books, hats and mittens for children from newborns up to age 16. The result was a collaborative effort that helps serve 15,000 children and families in Massachusetts.