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s.medina@lpl.com
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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Prepare For Life's Milestones Today

Prepare For Life's Milestones Today

Life can be unpredictable, yet your financial strategy should provide a sense of stability. Speak with an advisor who has over 30 years' experience when experience matters to build a plan that supports your future goals and navigate through changing circumstances with confidence.

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Services
Your goals define our strategy

We recognize that every investor carries a unique set of ambitions and challenges. Our team designs portfolios tailored specifically to your objectives, carefully balancing your risk tolerance with your required time horizon. We reject one-size-fits-all solutions, focusing instead on a strategy that reflects your individual life path. From individual investors to entrepreneurs, our services are designed for you. 

Investment Management

Manage your wealth by aligning a diversified portfolio with your unique risk tolerance and time horizon to reach your specific financial objectives.


*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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Retirement PLanning

Design a tailored strategy to help you reach your retirement objectives while navigating market obstacles through consistent monitoring and communication.

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Estate Planning

Guide you in structuring a legacy that preserves your assets and honors your specific intentions for future generations.

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401k Rollovers

Facilitate the transfer of your workplace retirement savings into an individual account to provide you with broader investment options and consolidated control.

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Client Centered

  • Our Philosophy

    Focus on building trust and confidence while planning clients’ specific objectives and time horizons to help them successfully reach their financial goals. This combined with open communication and compassionate commitment to their goals, will create a foundation for long-term client success.

  • Our Services

    Pinnacle Investment Advisors provides a comprehensive suite of investment services engineered for your specific requirements. We offer experience in areas ranging from investment management to estate strategies. Our team develops personalized frameworks that empower you to master your capital and work toward securing a resilient future.

    Contact us today to discuss your options. Your financial future starts here.

  • Our Goals

    We provide dedicated advice centered entirely on your best interests. By offering collaborative perspectives, we help you navigate your options with ease and avoid the obstacles that often hinder progress. Our goal is to ensure you feel secure in the guidance you receive from us.


    Evaluate opportunities based on your specific life goals.
    Identify proactive ways to preserve your wealth.
    Create strategies that foster long-term growth and well-being.
    Maintain open and transparent communication at every step.

Upcoming Events

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Bus Trip & Wine Tasting

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Resources
Strengthen your financial literacy

Review our educational materials and interactive tools for deeper insights.

Weekly Market Commentary

Thoughtful insight on market news.

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Resource Library

Curated articles, videos, and more for a financially savvier you.

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Glossary

Comprehensive list of relevant financial terms.

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Calculators

Calculate elaborate financial decisions with total calculation.

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Navigate Roadblocks Together

Challenges inevitable arise, but you do not face them alone. We utilize our specialized expertise and three decades of experience to guide you through every obstacle. Our investment philosophy relies on strategic diversification to preserve and help grow your wealth. We look forward to seeing your financial legacy flourish as we overcome hurdles as a team.


*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Measure Progress With Precision

Communication drives our relationship. We prioritize meeting at least twice a year to review your portfolio performance against your personal benchmarks. Using sophisticated LPL Financial reporting tools, we analyze how your investments track toward your goals. This consistent dialogue allows us to adjust strategies based on current market conditions and your evolving life.

Build Trust Through Transparency

Confidence comes from understanding the process. We monitor your financial journey together, ensuring you remain comfortable with every decision and market shift. Our compassionate commitment to your success forms the foundation of a lasting partnership.

Contact Us Today For A Consultation

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We're Here For You

Pinnacle Investment Advisors delivers straightforward guidance rooted in sound strategy to help you navigate your financial future with absolute clarity. We strip away market hype and industry jargon to focus entirely on your specific goals and long-term security. Our team provides the honest perspective you need to make informed decisions without the pressure of typical sales tactics. Contact us today to start a conversation about your objectives.

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