• Your Trusted Wealth Advisors

    Committed to Providing You with Superior Service

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  • Wealth Designed.
    Life Defined.

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  • Cultivating Comprehensive Wealth Management

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  • Your Pinnacle Team:

    Efficient & Effective

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Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

Our Wealth Advisors follow a disciplined process to manage your investments. We develop your portfolio to match a Family Index Number which is customized for you during our Comprehensive Wealth Planning process. Learn More

Risk Management

Our insurance specialists will identify areas that could negatively impact your short and long term financial goals. Learn more

Tax Planning

Since we cannot avoid death and taxes it is of paramount importance to have a thorough review of your recent tax returns. Learn more

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Wealth Planning

Our Comprehensive Wealth Management Team will work with you to create a plan to evaluate your current financial needs and analyze your family’s goals for the future. Learn more

Estate Planning

Working with our clients to consider what legacy they would like to leave allows our Wealth Enhancement Group the opportunity to provide recommendations to match your family’s goals. Learn more

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Personalized Wealth Management

Pinnacle Financial Group’s mission is to inspire our clients to achieve True Wealth through education, communication and service, which exceeds their expectations. We are a wealth management firm in Texas serving affluent families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients with their comprehensive wealth planning and investment management goals. Contact us today and let Pinnacle Financial Group help you on your True Wealth journey.

Is your wealth plan web accessible and updated daily and accessible to you 24/7? Do you have a secure portal to protect your most important documents? We can provide access to a wealth portal to meet your every need.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Institutional Alliance

Carson Institutional Alliance partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Locations

Headquartered in Amarillo, Pinnacle Financial Group has office locations and advisors across Texas. Contact us today to speak with a wealth advisor or financial professional nearest you.

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Insights

Pinnacle Financial Group’s team of  professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

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Market Commentary
Weekly Market Commentary September 26, 2016

The markets began last week on a positive note, only to end a three-day progressive streak with Friday’s dip. Despite the uncertainty injected into the markets by ever diverging central bank policies, equities were broadly up. Read more

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Blog
Be a Math Teacher and Prepare Your ...

Published by Don Hagan and the Carson Institutional Alliance Investment Committee

One of the basic tenets of the financial markets that all investors need to embrace is the fact that gains and losses are asymmetrical. Read more

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News
4 Reasons Why Oil Won’t Rise Over ...

Brett Carson, Director of Research, speaks on the oil industry in this U.S. News Article. Read more

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Monthly Newsletter
Monthly Investment Review: August 2016

August had a truly historical event, one that investors haven’t seen since the end of 1999: all three major US indices hit record highs on the same day. Read more

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Video
Diversified Growth

Watch this video to learn about the Diversified Growth strategy. Read more

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Whitepaper
Estate Planning

Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you have an estate.

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Estate Planning Infographic
Infographic
Estate Planning

Many often think estate planning only benefits the wealthy, but this is a common misconception. View our infographic here to see what you need to engage in! Read more

    Blog post
  • Complex Financial Planning

    Published by Ben Goethel, Director of Wealth Enhancement, and the Carson Institutional Alliance Investment Committee

    Today’s society is one of instant gratification. We are continuously connected.  We have drugs to accomplish many things when it comes to our health and it may be monitored in real time from our smart-watch or smart phone. We may jump on a jet and be anywhere in the country in a matter of hours. Yes, we even have the technology to prepare a Wealth Plan, quickly. Is instantaneous necessarily the best? Read more

    Weekly Market Commentary
  • Weekly Market Commentary September 19, 2016

    Markets were focused on the impending Federal Reserve meeting and, with no other macroeconomic news to push or prod investors, volatility returned after a record-breaking period of stability in our domestic markets. Read more