Pinnacle Advisor Solutions

We are pleased to partner with Pinnacle Advisor Solutions for investment management and back office services. Pinnacle Advisor Solutions is a division of Pinnacle Advisory Group, one of the leading wealth management firms in the nation, managing $1.8 Billion for more than 1,250 families worldwide.

Pinnacle Advisor Solutions (PAS) partners with a limited number of qualified independent wealth management firms around the country to support their investment decisions and provide customized, separately managed portfolio strategies.

The Pinnacle Investment Team employs a team of eight full time dedicated investment professionals. The team manages Pinnacle’s multi-strategy investment platform providing Abel Financial Management Company with the choice of several investment strategies to meet the individual needs of its clients.

Brochures of our most popular strategies are below: