Josh Hamm
Josh Hamm
Senior Vice President, Pinnacle Asset Management Wealth Advisor, RJFS

Pursuing your financial goals with experienced guidance

Along with challenges, the market also brings new opportunities – you just have to know where to look and when to take action. Over the years, we’ve helped clients navigate through challenging times with purpose and confidence toward their financial goals, and we're here to help you, too.

We can offer you an array of personalized financial services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

Services we offer

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Sustainable Investing

Sustainable investing, an approach that integrates environmental, social and governance (ESG) criteria, is becoming a much sought-after strategy in the financial industry. Whether implemented through socially responsible investing (SRI) screening, ESG integration or impact investing, sustainable investing offers a growing number of options for investors interested in pursuing goals beyond financial growth when building their portfolios.

Business Owners

Business Owners

04/19/2022
Unique solutions for business owners and entrepreneurs.
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Families & Individuals

Families & Individuals

04/18/2022
A pragmatic approach to wealth management
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Healthcare Professionals

Healthcare Professionals

04/17/2022
Helping physicians address their unique needs
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Pre-Retirees

Pre-Retirees

04/16/2022
Helping you and your family prepare for the coming years in retirement.
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Retirees

Retirees

04/15/2022
Nurturing wealth so you can live a longer, better life.
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News & resources

Structured lending: A strategic tool for sophisticated individuals

Structured lending: A strategic tool for sophisticated individuals

Customization that serves the multifaceted needs of private wealth.
Markets & Investing
What's moving the Bond Market?

What's moving the Bond Market?

05/06/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
What a difference a data point (or two) makes

What a difference a data point (or two) makes

05/03/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Earnings season is in the homestretch

Earnings season is in the homestretch

05/03/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Preparing for your future with long-term care insurance

Preparing for your future with long-term care insurance

How to plan for long-term care needs health insurance doesn’t cover.
Retirement & Longevity
May FOMC meeting concludes with no changes to interest rates

May FOMC meeting concludes with no changes to interest rates

05/01/2024
The Federal Reserve is looking for more confidence that inflation is headed back towards its 2% target before commencing with rate cuts.
Markets & Investing
Foster financial literacy and family values

Foster financial literacy and family values

The two go hand in hand when preparing your heirs.
Family & Lifestyle
April sees Federal Reserve rate cut expectations dampen

April sees Federal Reserve rate cut expectations dampen

04/30/2024
The S&P 500 experienced its first 5% pullback since October 2023, but the long-term outlook remains positive.
Markets & Investing
Cash management strategies for business owners

Cash management strategies for business owners

Top five tips for navigating market volatility and inflation.
Business Ownership
Portfolio construction

Portfolio construction

04/29/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Keep calm and carry on with your long-term investing strategy

Keep calm and carry on with your long-term investing strategy

04/29/2024
Raymond James CIO Larry Adam reminds investors to stay focused on the destination and reinforces his team's year-end projection of 5,200 for the S&P 500.
Economy & Policy
Five potential market-moving events to be mindful of

Five potential market-moving events to be mindful of

04/26/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
The gratification of wealth is not found in mere possession or in lavish expenditure, but in its wise application.
Miguel de Cervantes

An elevated advisory experience

We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions. Our personal approach and robust capabilities enable us to create customized investment strategies and deliver a quality standard of service with every investment strategy we present. 
Connect with us

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Pinnacle Bank and Pinnacle Asset Management are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

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