Pinnacle Private Wealth
Pinnacle Private Wealth is a financial advisory team under Wealth Enhancement Group serving pre-retired and retired emerging high-net-worth individuals and business owners in the greater Burlington, MA area and Florida locations, delivering comprehensive wealth management across tax, investment, estate, retirement, and business exit planning.
- Company typePrivate
- Founded2009
- HeadquartersWoburn, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Pinnacle Private Wealth does
Pinnacle Private Wealth, doing business as the Pinnacle Team, is a financial advisory practice operating under Wealth Enhancement Group, a parent platform recognized on Barron's 2025 Mega RIA ranking (#7), Forbes 2025 Top RIA Firms, and USA Today's 2025 Best Financial Advisory Firms lists. The team is anchored in Burlington, Massachusetts (200 Summit Drive, Suite 420) with additional advisor presence in Tampa and Naples, Florida, serving the greater Burlington, New England, Southeast, and Florida markets. Advisory services are delivered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor, with trust services provided via Wealth Enhancement Trust Services, Inc., a South Dakota-chartered trust company.
The practice offers a broad suite of wealth management services aimed at pre-retired and retired emerging-high-net-worth individuals and business owners. The product set spans 15+ offerings including tax strategies, investment management, risk management and insurance, estate planning, retirement income planning, financial planning, annuities, tax preparation, trust services, private client wealth management, special needs planning, employee retirement account management, retirement plan consulting, business growth and exit planning, and employee benefits programs. Differentiation is positioned around prompt client service, flexible review scheduling, and a team-based model that draws on multiple CFP® and AIFA® credentials.
The business operates on a recurring revenue model, with income generated through advisory fees (consistent with AUM- or fee-based registered investment advisor arrangements) rather than transactional commissions as a primary model. Customer acquisition is sales-led, combining direct outreach, complimentary initial consultations, client and professional referrals, and Wealth Enhancement Group's content marketing apparatus, which includes a blog, webinars, eBooks, the "Your Money Radio Show," calculators, and PR placements in outlets such as GOBankingRates and U.S. News. The team has no disclosed proprietary technology and operates entirely within the parent group's platform infrastructure.
Pinnacle Private Wealth firmographics
Firmographics- Name
- Pinnacle Private Wealth
- Legal name
- Wealth Enhancement Advisory Services, LLC
- Website
- https://pinnacleprivatewealth.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Pinnacle Private Wealth is a financial advisory team under Wealth Enhancement Group serving pre-retired and retired emerging high-net-worth individuals and business owners in the greater Burlington, MA area and Florida locations, delivering comprehensive wealth management across tax, investment, estate, retirement, and business exit planning.
- Ownership category
- akta.pro rank
Pinnacle Private Wealth industry classification
Industry- Product category
- Wealth Management Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
- akta.pro secondary industries
- Charitable Giving & Philanthropic Trust Advisory (FSAEAKAH), Philanthropic & Charitable Trust Services (FSAAANAI), Affluent/Premier Retail Banking (Mass Affluent) (FSABAAAG)
Keywords
Where Pinnacle Private Wealth is headquartered
LocationHeadquarters
- HQ city
- Woburn
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Pinnacle Private Wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D
Revenue model
- Financial Advisory Services: The team provides comprehensive wealth management advisory services including investment management, tax strategies, estate planning, and retirement income planning. Revenue is generated through advisory fees, likely based on assets under management (AUM) or fee-for-service arrangements typical of registered investment advisors.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels7 records
Pinnacle Private Wealth product offering
Product offeringCore offering
Pinnacle Private Wealth (operating as the Pinnacle Team) is a financial advisory practice under Wealth Enhancement Group that delivers comprehensive wealth management services to pre-retired and retired emerging high-net-worth individuals and business owners. The team provides investment management, tax strategies, estate planning, retirement income planning, risk management and insurance, and business exit planning services, with a focus on client-specific, timeline-based strategies delivered through personalized consultations.
Product overview
Pinnacle Team is a financial advisory team under Wealth Enhancement Group offering comprehensive wealth management services. The firm provides a unified suite of advisory services including Tax Strategies, Investment Management, Risk Management & Insurance, Estate Planning, Retirement Income Planning, Financial Planning, Annuities, Tax Preparation, Trust Services, Private Client Wealth Management, Special Needs Planning, Employee Retirement Account Management, Retirement Plan Consulting, Business Growth & Exit Planning, and Employee Benefits Programs. These services are designed for pre-retired and retired emerging high-net-worth individuals, business owners, and families, with a focus on tax impacts, investment strategies, and timeline-based financial planning.
Differentiator
Problem solved
Functional benefit
Products and services
- Tax Strategies
- Investment Management
- Risk Management & Insurance
- Estate Planning
- Retirement Income Planning
- Financial Planning
- Annuities
- Tax Preparation
- Trust Services
- Private Client Wealth Management
- Special Needs Planning
- Employee Retirement Account Management
- Retirement Plan Consulting
- Business Growth & Exit Planning
- Employee Benefits Program
Companies that use Pinnacle Private Wealth
Customer profileNamed customers1 record
Segments2 records
Ideal customer profiles2 records
Pinnacle Private Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Pinnacle Private Wealth partnerships and signals
Strategic signalScale indicators1 record
Recent moves5 records
Expansion highlights5 records
Pinnacle Private Wealth competitors and assessment
Company assessmentBroad incumbents
- Wealth Enhancement Group: Parent organization and platform provider for Pinnacle Team. Comparable as a national registered investment advisor offering the same comprehensive wealth management, tax, estate, retirement, and trust services; Pinnacle is one of its constituent advisory teams.
- Hightower Advisors: Enterprise of advisor-led wealth management teams serving HNW and ultra-HNW clients with planning, investment, and corporate services — directly comparable as a platform of multiple advisory teams offering comprehensive wealth services.
- Commonwealth Financial Network: Independent broker-dealer and RIA platform supporting affiliated advisors serving mass-affluent and emerging-HNW clients with comprehensive financial planning — comparable in segment and integrated service offering.
- Cambridge Investment Research: Independent broker-dealer/RIA supporting financial advisor teams serving retirement-age and HNW clients with planning, investment, and retirement plan services — analogous multi-advisor team model to Pinnacle.
- Mariner Wealth Advisors: National wealth advisory firm offering comprehensive financial planning, tax, estate, and retirement services to high-net-worth individuals and business owners — overlaps Pinnacle's service suite, segment, and team-based delivery model.
- Edelman Financial Engines: Large national RIA serving mass-affluent and emerging-HNW clients with integrated financial planning, investment management, and retirement plan services — directly comparable service mix and client segment to Pinnacle, but at much greater scale.
- Focus Financial Partners: Partnership network of independent RIAs and wealth advisory firms; comparable as an umbrella model supporting multiple advisory teams serving HNW clients with comprehensive planning services.
- Creative Planning: Large national RIA providing unified wealth management, tax, estate, and retirement plan services to HNW individuals and business owners — same integrated offering and client persona as Pinnacle Team.
- Cetera Financial Group: Wealth management and advisory platform serving independent financial advisors and teams offering investment, retirement, and planning services — similar delivery model to Pinnacle's team-within-platform structure.
Direct peers
- CAPTRUST: Independent RIA specializing in retirement plan consulting alongside private wealth management for HNW individuals — directly comparable to Pinnacle's retirement plan consulting + private wealth advisory combination, particularly given Pinnacle's AIFA-credentialed retirement plan specialist.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Pinnacle Private Wealth social profiles
Digital presencePinnacle Private Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
Pinnacle Private Wealth leadership team
Management profileNumber of profiles
Profiles9 records
Pinnacle Private Wealth subsidiaries and ownership
Company hierarchySubsidiaries1 record
Pinnacle Private Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Pinnacle Private Wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Pinnacle Private Wealth
What does Pinnacle Private Wealth do?
Pinnacle Private Wealth (operating as the Pinnacle Team) is a financial advisory practice under Wealth Enhancement Group that delivers comprehensive wealth management services to pre-retired and retired emerging high-net-worth individuals and business owners. The team provides investment management, tax strategies, estate planning, retirement income planning, risk management and insurance, and business exit planning services, with a focus on client-specific, timeline-based strategies delivered through personalized consultations.
Is Pinnacle Private Wealth a public or private company?
Pinnacle Private Wealth is a private company. It is classified as corporate owned and is currently operating.
When was Pinnacle Private Wealth founded?
Pinnacle Private Wealth was founded in 2009. It employs 11 to 50 people.
Where is Pinnacle Private Wealth based?
Pinnacle Private Wealth is headquartered in Woburn, United States, in the North America region.
How does Pinnacle Private Wealth make money?
One revenue line is on record: financial Advisory Services.
Who are Pinnacle Private Wealth's main competitors?
Broad incumbents on record are Wealth Enhancement Group, Hightower Advisors, Commonwealth Financial Network, Cambridge Investment Research, Mariner Wealth Advisors, Edelman Financial Engines, Focus Financial Partners, Creative Planning and Cetera Financial Group. CAPTRUST is listed as a direct peer.
Does Pinnacle Private Wealth have an API?
No public API is recorded for Pinnacle Private Wealth.
What industry is Pinnacle Private Wealth in?
Pinnacle Private Wealth's product category is Wealth Management Advisory Services. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory, with a secondary code of FSAEAKAH, Charitable Giving & Philanthropic Trust Advisory. Its NAICS code is 523940 and its SIC code is 6282.