Speak with an Advisor Serving Your Area 401-369-9505

Personalized Financial Planning Rhode Island

Financial planning represents an investment and spending blueprint for your life

Let’s start with a Financial Plan

Even the best navigators have a plan before starting a journey

Financial planning represents an investment and spending map for your life. Putting together plans that plot a course for the financial freedom of our clients has been our driving force at Pinnacle Wealth Management in Rhode Island. 

We’ll brave the waves together

The overarching investment goal for most people is retirement, one of the only things in life we cannot borrow money for. However, long before retirement there may be significant expenditures; vehicles, real estate, college education, weddings, etc. No matter what season of life you are in, Pinnacle Wealth Management provides customized strategies to rise to the occasion. 


Contact us today for a no cost, no commitment consultation 401-369-9505

Areas of Focus

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning 

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans