The Pinnacle Team
Serving the greater Burlington, MA, area.
Talk to the team
Location
Burlington, MA, 01803 (781) 932-4855
A team behind every plan
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!
Meet Our Team
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Planning for retirement
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
Investing with a plan-first mindset
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Preparing for the unexpected
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Managing my tax strategy
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Building my legacy
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
Creating a financial plan
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Where we are
Our offices, one team
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Burlington, MA
Burlington, MA 01803
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
Newsroom and Resources
View AllGOBankingRates: Brian Dudley Featured in “10 Things You Can’t Really Afford on an Average Salary”
U.S. News: Brian Dudley Featured in “How to Make After-Tax 401(k) Contributions”
GOBankingRates: Brian Dudley Quoted in “9 Frugal Habits That Rarely Pay Off for Parents”
GOBankingRates: Brian Dudley Quoted in “10 Things You Can’t Really Afford on an Average Salary”
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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