Client focuseD - Results Driven

Pinnacle provides personalized wealth management solutions tailored to our clients unique goals and aspirations, offering comprehensive financial planning, investment advisory and management, and strategic advisory services.

Our founding team has over 100 years of experience in capital markets, private banking, investment management, wealth and portfolio management.

Our Promise

Our Promise

Building mutual trust is the foundation of a strong relationship.

We pride ourselves on working closely with our clients to understand their unique goals and objectives, current situation and future needs, and developing customized solutions. Our goal is to deliver top tier returns while preserving wealth through a combination of advisory services, unique investment ideas, and execution. We recruit highly qualified and experienced professionals to provide independent counsel that is backed and administered by our executive team. Further, we work with industry partners both domestically and internationally to seek the best ideas, advice, and expertise.

Choice, Advice, Relationships, and Expertise
Our Services.

Our focus is wealth management and that means taking a holistic approach in developing tailored strategies that incorporate investment advice, tax planning, retirement planning, and estate planning. We also provide corporate advisory services to help our clients with the source of their wealth – their businesses.


Financial Planning

We create personalized financial plans that encompass all aspects of your financial life, including investment advisory & investment management, retirement planning, tax optimization, estate planning, and more. Our goal is to provide a roadmap for achieving your long-term financial objectives.


Investment Advisory
& Investment management

Experience personalized investment guidance with our professional Investment services. Our team of experts provides tailored investment advice and or discretionary strategies to help you achieve your financial goals. We analyze your unique financial situation, risk tolerance, and investment objectives to identify investment opportunities that aligns with your needs. Benefit from our extensive market research and ongoing monitoring to maximize your investment potential.


Retirement Planning

We help you plan for a comfortable and secure retirement by analyzing your projected income needs, evaluating existing retirement accounts, recommending appropriate savings strategies, and optimizing investment allocations for long-term growth.


Tax Optimization

We work with global tax professionals to identify opportunities for cross border tax-efficient investing, charitable giving, favorable residency options,  and other tax-saving techniques . We develop tax planning strategies to minimize your tax liabilities and optimize your financial position.


Estate Planning

We assist in creating comprehensive estate plans that ensure your assets are protected, and your legacy is preserved. We can recommend the top and most suitable corporate service providers, trust and estate professionals throughout the Caribbean. Our external experts help you navigate complex estate laws, minimize estate taxes, and establish effective mechanisms for wealth transfer and asset distribution.


Risk Management

We assess your risk tolerance and develop strategies to mitigate financial risks through appropriate insurance coverage, asset allocation, and diversification techniques. Our goal is to protect your wealth against unforeseen events and market volatility. “We get paid to be Paranoid”


Corporate Financial Advisory

Our Leadership team provides strategic advisory and financial solutions to help businesses achieve their strategic, capital raising, advisory, and transactional objectives. We work closely with companies of all sizes, from startups to established enterprises, offering a range of specialized services to suit their unique needs:  We collaborate with global counterparties  to ensure our clients obtain the funding they need to fuel growth, expand operations, or pursue strategic opportunities. Additionally, we provide financial advisory on a case by case basis regarding M&A options,  divestitures, and other corporate transactions. We conduct thorough financial analysis, market research, and due diligence to identify potential opportunities and risks, while crafting effective negotiation strategies to maximize value for our clients.