Insights

Mid-sized advisory Target Pinnacle Financial Group as a fellow mid-sized wealth manager seeking scalable solutions and strategic partnerships to enhance client experience through unified wealth management services.

Holistic service appeal Position integrated technology and process capabilities to support a holistic wealth planning approach, offering outsourced research, investment committee insights, and a team-based service model to attract clients seeking comprehensive guidance.

Local market focus Leverage Amarillo base to tailor regional marketing efforts and regulatory compliance support, highlighting local client success stories and personalized service to deepen penetration in the Texas Panhandle.

Digital enablement Propose digital experience enhancements and analytics partnerships (website optimization, SEO, tracking, CRM automation) to boost lead generation, client engagement, and measurable ROI.

Growth enablement Offer scalable solutions for revenue diversification and efficiency—staff training, wealth planning tools, and technology integration—to support growth as client assets and complexity expand.

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Pinnacle Financial Group, Wealth Management Firm Tech Stack

Pinnacle Financial Group, Wealth Management Firm uses 8 technology products and services including Google Conversion Tracking, WordPress, Google Fonts API, and more. Explore Pinnacle Financial Group, Wealth Management Firm's tech stack below.

Google Conversion Tracking
Advertising Networks
WordPress
Content Management System
Google Fonts API
Font Scripts
Modernizr
Javascript Libraries
HubSpot
Marketing Automation
Yoast SEO
Search Engines
Google Analytics
Web Analytics
AddToAny
Widgets

Pinnacle Financial Group, Wealth Management Firm's Email Address Formats

Pinnacle Financial Group, Wealth Management Firm uses at least 3 email formats:

Pinnacle Financial Group, Wealth Management Firm Email Formats	Example	Percentage
First@pfgonline.net	John@pfgonline.net	50%
Last@pfgonline.net	Doe@pfgonline.net	33%
First.Last@pfgonline.net	John.Doe@pfgonline.net	17%

Frequently Asked Questions

What is Pinnacle Financial Group, Wealth Management Firm's phone number?

You can contact Pinnacle Financial Group, Wealth Management Firm's main corporate office by phone at

+1-301-951-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Pinnacle Financial Group, Wealth Management Firm's official website and social media links?

Pinnacle Financial Group, Wealth Management Firm's official website is pfgonline.net and has social profiles on LinkedIn.

How much revenue does Pinnacle Financial Group, Wealth Management Firm generate?

As of July 2026, Pinnacle Financial Group, Wealth Management Firm's annual revenue is estimated to be $1M - $10M.

What is Pinnacle Financial Group, Wealth Management Firm's NAICS code?

Pinnacle Financial Group, Wealth Management Firm's NAICS code is 52 - Finance and Insurance.

How many employees does Pinnacle Financial Group, Wealth Management Firm have currently?

As of July 2026, Pinnacle Financial Group, Wealth Management Firm has approximately 11 employees across 5 continents, including North America, Asia and Africa. Key team members include Managing Director: K. K., Partner: C. T. and Owner: S. M. Explore Pinnacle Financial Group, Wealth Management Firm's employee directory with LeadIQ.

What industry does Pinnacle Financial Group, Wealth Management Firm belong to?

Pinnacle Financial Group, Wealth Management Firm operates in the Financial Services industry.

What technology does Pinnacle Financial Group, Wealth Management Firm use?

Pinnacle Financial Group, Wealth Management Firm's tech stack includes Google Conversion Tracking, WordPress, Google Fonts API, Modernizr, HubSpot, Yoast SEO, Google Analytics and AddToAny.

What is Pinnacle Financial Group, Wealth Management Firm's email format?

Pinnacle Financial Group, Wealth Management Firm's email format typically follows the pattern of First@pfgonline.net. Find more Pinnacle Financial Group, Wealth Management Firm email formats with LeadIQ.

Pinnacle Financial Group, Wealth Management Firm

Financial ServicesTexas, United States11-50 Employees

Pinnacle Financial Group is a wealth management firm based in Amarillo, Texas, established in 1996 by Michael David. The company provides holistic financial planning and investment management services through a team-based approach, aiming to tailor strategies to each client’s goals and life circumstances. Its advisory structure includes Wealth Advisors, an Investment Committee, and a research team, and securities are offered through LPL Financial with investment advice provided by a separate registered advisor, CWM, LLC, indicating a multi-firm framework. The firm emphasizes a long-term, personalized client relationship, focusing on trust, transparency, and accountability as part of its service model. Target clients appear to be individuals and families seeking goal-oriented wealth management and comprehensive planning beyond one-size-fits-all solutions.