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Invest With Purpose
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Comprehensive wealth planning for families and businesses |
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Tax efficient investment platforms focused on minimizing risk |
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Innovative strategies with a collaborative approach |
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Understanding your goals and helping you take control of your financial future |
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Wealth management, asset management, financial planning, and risk management services |
At Pinnacle Private Wealth, our collaborative approach to design customized wealth strategies is paramount in guiding you to invest with purpose. As a trusted advisor, our client's goals and interests always come first. We pride ourselves on investing client assets with the most amount of certainty and the least amount of risk. In this dynamic environment, it is not enough to just design a thorough, customized financial plan. You can rely on our firm to continually update and monitor your plan while providing ongoing guidance and advice designed to help grow and protect your wealth. We are committed to providing you with an exceptional client experience.
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Areas of Focus
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Award Selection Process
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Map
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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
Five Star Professional identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Boston area (includes Bristol, Essex, Norfolk, Middlesex, Plymouth and Suffolk counties in the state of Massachusetts) to gather wealth manager nominations. Self-nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2013 Five Star Wealth Managers to be no more than 7% of the approximately 19,400 wealth managers in the area. 2,362 award candidates in the Boston area were considered for the award, of which 713 were named 2013 Five Star Wealth Managers.
- Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
- The Five Star award is not indicative of the wealth manager's future performance.
- Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
- The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Boston magazine.
- Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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