• MONEY DOESN’T HAVE TO BE COMPLICATED.

    Are you confused by most financial advice? If so, you’re not alone.

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People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.

At Pinnacle Financial Group, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at Pinnacle Financial Group we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

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How to get started.

1. Schedule an appointment


2. Meet with us for a custom listening session


3. Get your personalized strategy

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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

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

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

Video
2017 3rd 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.

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Market Commentary
Weekly Market Commentary July 17, 2017

Headline CPI for June came in at 1.6%, down from 1.9% the previous month.  Fed’s chair Yellen reiterated her confidence about the U.S. economy, but noted that the committee, “…stands ready to adjust policy if it appears the inflation undershoot appears consistent.” The less hawkish tone sent the U.S. equity markets higher. The S&P 500 climbed 1.4%. Global stocks, represented by the MSCI ACWI, soared 2.1% and the Bloomberg BarCap U.S. Aggregate Bond Index rose 0.4%.

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Monthly Newsletter
July Monthly Newsletter – Midyear Financial Checkup

Six months ago, many Americans set realistic and achievable financial resolutions for 2017. Now that we’ve crossed the halfway point of 2017, it’s time for a financial checkup. Much like your biannual dentist appointment, it’s important to track your progress to determine if changes need to be made to your plan to achieve your financial goals and resolutions.

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Blog
How to Avoid the Top 3 Financial Fears ...

You’ve worked hard for your money and during your retirement years, you want to have confidence that you can enjoy it. However, many retirees have common concerns as they move from asset accumulation to asset preservation. “Am I spending too much?” “Have I set aside enough for long-term care?” “Will I outlive my assets?” These are all questions many retirees think about. Read more

News
3 Key Financial Events to Watch In 2017

Published By Brett Carson

Last year saw financial markets alternating between an uneasy calm and turbulence, with 2017 expecting much of the same. Developed markets are facing a paradigm shift as the U.K. initiates its exit from the European Union and the United States’ transition to the Trump administration brings political and policy risks to the fore. Read more

Infographic
Long-Term Care

Do you know someone who has recently been dignosed with dementia or is currently living with this disease? Watching a loved one lose their independence, memories and financial well-being is very difficult. It’s important to know there are many resources and tools available to you. This infographic shares 10 ways you can help your loved ones financially prepare for the impact of dementia. Read more

Whitepaper
Long-Term Care

Our goal is to make your life easier. Caring for a loved one with Alzheimer’s or dementia can be highly stressful for caregivers and family members. Providing answers on how to financially prepare for these conditions is one way we can help. Read this guide for tips on how to prepare for the physical, financial and emotional impact of Alzheimer’s or dementia.

Download Whitepaper

Blog post
  • Three Reasons to Consider Active Management

    Published by Brett Carson

    Trends are pervasive in our culture, and the investment world is no different. The latest is the move towards passive investing using low-cost ETFs. Essentially, the argument is that nobody can consistently beat the overall market, so you’re better off owning a cheap index fund with the aim of just keeping pace with it. Read more

Weekly Market Commentary
  • Weekly Market Commentary July 10, 2017

    Markets weathered additional indications that global interest rates are moving higher while the world’s most powerful leaders met at the G20 meeting in Hamburg. The S&P 500 rose 0.1% as the MSCI ACWI fell 0.2% and The Bloomberg BarCap US Aggregate Bond Index slid 0.4% because of the increase in rates.

    Read more