Pinnacle Team

200 Summit Drive 420

Burlington,

MA

01803

About the Pinnacle Team

The Pinnacle Team offers a comprehensive financial advising model to both pre-retired and retired emerging high-net-worth individuals and business owners. We focus not just on investments, but also on the tax impacts and future needs of you and your family. Our team has advisors with experience in advanced investment strategies, managing larger retirement plans, estate advising, and tax strategies, and we believe in providing client-specific strategies with a focus on the timeline. We believe we cater to our clients better than others thanks to our prompt service and flexible review scheduling, rather than taking weeks to return calls. Feel free to reach out and schedule your introductory meeting today!

Resources from our team

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Team locations

Burlington, MA
200 Summit Drive 420, Burlington, Massachusetts, 01803

Current Clients

Contact this team via email or phone at the top of the page.

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Schedule an initial consultation

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Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.