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    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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Blog
Conviction: A Portfolio Manager’s Secret Weapon

Published by Rob Furlong, Co-Portfolio Manager, and the Carson Institutional Alliance Investment Committee

Each year I serve as a coach to a local college team competing in the CFA Society’s Annual Investment Challenge. Over the next several weeks, I’ll meet with this year’s team to offer advice on how to prepare and present an equity analysis on this year’s company. Every year I’m impressed and encouraged by the curiosity of the students. Read more

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Market Commentary
Weekly Market Commentary November 28, 2016

Equity investors across the world enjoyed positive returns last week. The Dow Jones Industrial Average, the S&P 500 and the NASDAQ Composite were all up between 1.44% and 1.51%. Asian equities were mixed with China’s Shanghai Composite up 1.81% and Japan’s Nikkei 225 Average flat for the week. European equities, however, posted a solid five trading days with the MSCI Europe Index up 1.28%. Read more

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Infographic
Millennials

Is a million dollars enough to last a lifetime? Many often think they have enough to live on until they plan to retire; however, they don’t consider the lifestyle they want to live post-retirement. View our infographic here to quantify a million. Read more

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Monthly Newsletter
Monthly Investment Review: October 2016

US investors suffered the brunt of the selling in October with all three domestic benchmarks ending the month solidly in the red. The Dow Jones Industrial Average, S&P 500 and the NASDAQ Composite were down 0.91%, 1.94% and 2.31%, respectively. European equities didn’t fare much better. The MSCI Europe Index was down just under 3.40% for October. Asian equities; however, were the clear outperformers with Japan’s Nikkei 225 up 2.08% and China’s Shanghai Composite up 1.65%. Read more

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Video
2016 4th Quarter Outlook Video

Your Carson Institutional Alliance Investment Committee discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Wealth Advisor. 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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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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    Blog post
  • Reviewing and Updating Your Estate Plan

    Published by Ben Goethel, Director of Wealth Enhancement Group | LinkedIn

    It’s been a couple of years since I last wrote about the need to review and update your estate plan. A lot can happen in only a couple of years – marriage, purchase of a new home, the birth of a child. My particular situation involves two out of the three life events listed above. As a former practicing estate planning attorney, you can bet I have updated my estate plan (including updating beneficiaries on Transfer on Death/Payable on Death accounts) to reflect these life events. Read more

    Weekly Market Commentary
  • Weekly Market Commentary November 21, 2016

    Investors in the U.S. were clearly in a risk-on mood as all three major benchmarks were positive for the week. The S&P 500 was up 0.81% for the week while the NASDAQ Composite, the outperformer, was up 1.61%. Alternatively, the Dow Jones Industrial Average was up just 0.11%. International markets, however, didn’t fare as well. Read more