About Pinnacle Financial Group
Pinnacle Financial Group is a Texas-based wealth management firm founded by Michael David in 1999. PFG has offices in Amarillo, Houston, and Southlake and Hamilton. We’re dedicated to providing you with the highest level of service while delivering trust, transparency and accountability to ensure you have a personal experience with your advisor.
Our firm specializes in working with clients who are business owners and professionals. We understand the unique needs of our client base which includes professionals in the medical field, farm and ranching families, and individuals and companies with extensive oil and gas interest. PFG has an internal unit dedicated to providing business consulting expertise which is comprised of professionals who know and understand the unique needs of entrepreneurs. This team is staffed by CPAs and CFP®s who stand ready to evaluate your current wealth and provide recommendations for growth, risk management, tax efficiency and wealth transfer.
Our team focuses on helping you pursue your financial goals and objectives. Through our Wealth Advisors, Wealth Enhancement Group, Investment Committee and Research team, we offer a holistic process to managing your wealth. We are not a one-size-fits-all firm. We custom tailor your investments to match your Family Index focusing on solutions to ensure your comprehensive wealth plan becomes an action plan to pursue your financial goals. We do the whole job because we’re in this for the long haul.
Contact the Pinnacle Financial Group family so you can experience the difference today.
- Professional Knowledge
- Personalized Service