Pinnacle Trust

Member Description

Started in 1997, Pinnacle Trust is one of the South’s premier wealth management firms.

Chartered as a non-depository bank, they have the ability offer customized products and services that many broker/dealers and wire houses cannot provide. They offer a wide range of solutions from wealth planning and investment management to alternative investment strategies and serving as a discrestionary trustee {ERISA 3(38)} on corporate retirement plans.
With nearly half of a billion dollars of assets under management and clients in over 30 states, Pinnacle Trust has become one of the most trusted and fastest growing wealth management firms in the country. Please feel free to contact us for more information.

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