The Pinnacle Group at Morgan Stanley

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The Pinnacle Group

OUR MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Our Story and Services

About The Pinnacle Group

The Pinnacle Group; Michael Prokop, George Hunt and Barbara Barletta, was created to provide clients with comprehensive, professional and effective financial money management service. Clients benefit from a broad range of investment experience. In fact, a founding principle of The Pinnacle Group is that the sum of their collective effort is far greater than the individual capabilities of the two partners. As more participants enter the market, the separation between investors and experts widen. Investing is increasingly dependent upon the investment manager’s knowledge and experience. The Pinnacle Group distinguishes itself with both financial experience and personal service. We strive to earn your trust through hard work, advice and a dedication to developing a long-term relationship. In today’s fast-paced, ever-changing financial environment, the key to investing often lies in the knowledge, experience and service provided by a team of full-service brokers.

 

Services Include

  • Wealth Management
  • Asset Management
  • 401(k) Rollovers
  • Annuities
  • Corporate Retirement Plans
  • Estate Planning Strategies
  • Lending Products
  • Life Insurance
  • Long Term Care Insurance
  • Professional Portfolio Management
  • Qualified Retirement Plans
  • Retirement Planning
  • Trust Accounts
  • Wealth Consulting
  • Business Planning
  • Cash Management
  • Exchange Traded Funds
  • Executive Financial Services
  • Financial Planning
  • Fixed Income
  • Foreign Exchange
  • Institutional Services
  • Stock Option Plans


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Experience

Experience

The Pinnacle Group has more than 75 years of combined investment experience and manages over $500mm* assets under management. Using Morgan Stanley's vast financial capabilities, the Pinnacle Group creates portfolios of long-term value by taking into consideration an investor's time frame and risk tolerance. This is accomplished by listening to our clients' concerns, communicating openly and consistently addressing our clients' needs. Our goal is to act with integrity and prudence to grow the assets entrusted to our care.

*As of 07/10/2017

Working With You

Working With You

The Pinnacle Group is dedicated to working closely with you on a regular basis to help you tap the benefits of the financial markets. We rely on our extensive industry knowledge and years of experience to provide you with detailed information about different types of investments. We then develop customized financial strategies designed to meet your near-and long-term financial needs. To keep abreast of market trends, we draw on the insight of Morgan Stanley's highly regarded team of research analysts and industry professionals. We share the Firm's strategic themes and recommendations with you and suggest how you can position your portfolio to potentially benefit given your goals and risk tolerance. Once a strategic plan has been put into place, we regularly monitor its progress and stay in touch with you to see if needs have changed over time and to help assure that objectives are being met.

Meet The Pinnacle Group

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Retirement

Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Ready to start a conversation? Contact The Pinnacle Group today.

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