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Pinnacle Strategies is a financial services firm that understands physicians face many challenges in establishing financial security. Educational requirements and student loans often delay their ability to generate income and savings, while constant patient care and the need for continuing education demand their full attention. That’s where we come in. Our strategy in wealth management for physicians is based on understanding our clients’ needs and customizing a strategy to help achieve their financial goals and objectives.
Pinnacle Strategies offers integrated financial planning designed exclusively for doctors. Our team of dedicated and knowledgeable financial professionals, along with our trusted relationships with professionals from other arenas, can formulate your financial plan, taking into account everything from asset protection and risk management to tax minimization strategies and estate/retirement planning. We will advocate an approach that seeks to avoid unwarranted risk, maximize allowable tax deductions and protect income and savings from unexpected life events.
At Pinnacle Strategies, we realize that as a physician you seek to balance your professional and personal life to gain more control and security. We are experienced in meeting the unique needs of physicians and their families by developing customized plans that enable them to better manage both their practice and their personal finances.