Pinnacle Financial Group, Wealth Management Firm Employee Directory
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.
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