Our mission is to offer our clients confidence knowing their life goals and investments are carefully coordinated and completely managed to their fullest potential. This level of attention to planning, details, and asset management offers our clients the ability to focus on family and the other important things in their lives.

To begin, we acquire a thorough understanding of our clients' vision, their goals, objectives, and underlying financial positions before creating and maintaining their wealth management roadmaps.

Limiting the number of clients we serve ensures the highest level of service. Carl Mahler, our founder and president of The Pinnacle Group, has been in the financial services arena for 39 years. Over that time he has developed a service model that is designed to address every aspect of our clients situation. Our highly trained and client motivated staff provides unparalleled service.

In order to effectively implement the comprehensive service requirements of his existing clients, Mr. Mahler has instituted a minimum of $1 million investable assets for all new clients. We do have other highly trained and conscientious financial advisors in our practice to handle new clients who do not meet this minimum.

Let us put our skills and years of experience to work for you