Investor Access and Contact Us
The Pinnacle Group Pinnacle Home Pinnacle Experience The Difference Pinnacle About Our Company Pinnacle News & Events Pinnacle Resources Pinnacle

About Our Company

The tempo of life today is challenging, and so planning for your financial future likely gets pushed back a little further every day. Our team can help you find balance creating a highly orchestrated plan, so you feel at ease about shifting your focus to the other things in your life that need your attention. To us, it's the harmony of the complex parts of wealth management that enable us to focus on the details and the big picture. - Carl Mahler

We have more than four decades of experience in the financial services industry. Whether you face challenging tax-planning issues, need to organize the succession of your estate, plan for a comfortable retirement or fund your children’s education, our team of financial professionals is capable of handling your financial needs.

The Pinnacle Group was established in 1985 by Carl Mahler and has been affiliated with Raymond James Financial Services, one of the nation’s premier independent brokerage firms, for almost a decade. Through Raymond James, our team offers comprehensive wealth management to all of our clients, helping to provide financial independence and enabling clients to spend more time doing the things they enjoy.

With our experience, knowledge and service, we are committed to helping our clients reach their goals all while exceeding expectations and maintaining the highest level of integrity.