Starting a business is no easy feat. Beyond delivering a quality product or service, you’re juggling countless responsibilities, managing payroll, providing benefits, marketing your offerings, overseeing finances, recruiting top talent, and safeguarding your data against cyber threats. It’s a lot to handle, and time always feels like the one resource in short supply.
At Pinnacle, we’re here to give you that time back. Our comprehensive suite of services is designed to alleviate your business challenges, allowing you to focus on what you do best. Whether you need assistance in a single area or across multiple facets of your business, the Pinnacle Family of Companies is your partner in success.
From IT support and recruitment to HR and payroll management, benefits administration, marketing, investments, and more, we offer tailored solutions to meet your unique needs. With Pinnacle, you’ll gain the expertise and resources to streamline operations and maximize efficiency.
Let us help you reclaim your time and empower your business to thrive. Contact us today to learn how we can make a difference.
Pinnacle Investments
Pinnacle Investments was founded in 1996 by Gregg Kidd and Dan Raite, who brought over 30 years of combined experience from the brokerage industry. After a decade as producers at a wirehouse, they launched Pinnacle to offer a more personalized approach to investment management and client service. Pinnacle provides the same investment products and protections as larger institutions while delivering tailored financial solutions, including financial planning, asset management, traditional brokerage, and employer-sponsored retirement plans.
Pinnacle Capital Management
Founded in 2006, Pinnacle Capital Management is an SEC-registered investment advisor providing discretionary investment management for individual and institutional clients. Based in East Syracuse, New York, with representation in North Carolina, PCM delivers customized portfolios across equity, fixed income, and alternative strategies, supporting long-term investment goals.
Confidential Planning
Confidential Planning was established to specialize in the design and implementation of retirement programs for educators and employees of school systems, universities, hospitals, and not-for-profit organizations. Drawing on decades of experience in the 403(b) market, the firm developed its MultiChoice 403(b) program to simplify administration, reduce costs, and ensure regulatory compliance, helping employers deliver effective retirement solutions
Pinnacle Investments Opens Auburn, NY Branch
The addition of the Cuddy Group marked a significant step in Pinnacle’s growth through a strategic partnership. Opening a branch in Auburn, New York, expanded Pinnacle’s footprint in Central New York while reinforcing its commitment to local relationships and community-based advisory services.
Pinnacle Investments Opens Albany, NY Branch
Pinnacle Investments continued its measured expansion with the opening of its Albany branch. This move strengthened the firm’s presence across New York State and allowed Pinnacle to serve a broader base of individuals, businesses, and institutions with consistent, high-touch advisory services.
Pinnacle Investments Opens Buffalo, NY Branch
Pinnacle Investments opened its Buffalo, New York, branch in 2012, expanding its presence across Western New York. This growth supported increasing client demand in the region and reinforced Pinnacle’s commitment to delivering personalized investment and advisory services through local, relationship-driven offices.
Pinnacle Employee Services
Pinnacle Employee Services was established to provide comprehensive HR, payroll, benefits, and compliance support for growing businesses. Built to scale alongside its clients, PES delivers customized solutions, proactive compliance guidance, and dedicated service, allowing organizations to focus on growth while enhancing the employee experience
Pinnacle Investments Opens Philadelphia, PA Branch
As demand for Pinnacle’s approach grew beyond New York, the firm expanded into the Mid-Atlantic region with the opening of its Philadelphia office. This milestone reflected Pinnacle’s ability to scale while maintaining its core values of trust, customization, and long-term planning.
Pinnacle Acquires Essex Securities
Pinnacle Investments acquired Essex Securities as a strategic step in its continued national growth. The acquisition expanded Pinnacle’s broker-dealer capabilities and geographic footprint while creating operational synergies across the Pinnacle Family of Companies. Essex’s established presence and shared commitment to personalized client service strengthened Pinnacle’s ability to deliver expanded investment solutions nationwide.
Pinnacle Investments Opens Offices in Boca Raton, FL and Aventura, FL
Pinnacle Investments expanded into Florida with offices in Boca Raton and Aventura, responding to client growth and demand in key markets. This expansion allowed Pinnacle to better serve clients with multi-state needs, retirement planning considerations, and complex investment strategies.
Pinnacle Headquarters Relocates to Widewaters Parkway
Pinnacle relocated its Syracuse headquarters to 5845 Widewaters Parkway in East Syracuse, New York, to support continued growth and collaboration across the Pinnacle Family of Companies. The move provided expanded, centralized office space designed to better serve clients and employees as Pinnacle’s national footprint and service offerings continued to evolve.
Prime Wealth Group Joins Pinnacle Investments | Morristown, NJ
Prime Wealth Group joined Pinnacle Investments, opening a Morristown, New Jersey, branch and further strengthening the firm’s presence in the Northeast. This partnership brought together shared values around client service, planning discipline, and long-term relationship management.
Pinnacle Talent Solutions
Pinnacle Talent Solutions was formed as an in-house recruiting division of Pinnacle Employee Services to help clients build strong, well-aligned teams. Created to complement existing HR and workforce services, Pinnacle Talent Solutions provided personalized recruiting support and professionally vetted talent across a wide range of industries, strengthening Pinnacle’s ability to support clients through every stage of growth.
Split14 Creative
Split14 Creative was founded to provide focused, strategic branding and marketing support for growing businesses. Built on the belief that effective marketing starts with clarity and purpose, Split14 delivers website design and development, graphic design, digital marketing, and brand strategy, helping organizations align their messaging, digital presence, and growth efforts with their broader business goals.
Pinnacle Capital Management & Confidential Planning Merge
Confidential Planning merged into Pinnacle Capital Management to consolidate specialized retirement planning expertise within a broader investment management platform. This transition strengthened Pinnacle Capital Management’s ability to serve educators, nonprofit organizations, and institutional clients by combining deep 403(b) experience with discretionary portfolio management and expanded investment resources.
Bent Ear Technology
Bent Ear Technology Partners was established to provide proactive IT and cybersecurity services with a human-first approach. Based in Upstate New York, Bent Ear delivers tailored technology support, responsive service, and ongoing protection against evolving cyber threats, helping businesses stay secure, connected, and supported.
Pinnacle Employee Services Relocates Headquarters to Widewaters Parkway
Pinnacle Employee Services relocated its office from Plum Street in Syracuse to 5824 Widewaters Parkway in East Syracuse, New York, directly across from Pinnacle Investments’ headquarters. The move supports continued growth and closer collaboration across the Pinnacle Family of Companies while providing a more accessible, functional space to better serve clients.
Pinnacle Talent Solutions Merges with EverPeak Recruitment
EverPeak Recruitment was established through the evolution of Pinnacle Talent Solutions to provide strategic, relationship-driven recruiting services. With deep industry experience, EverPeak focuses on helping organizations build high-performing teams while connecting candidates with roles where they can grow and succeed, supporting long-term business outcomes.
Pinnacle Insurance Associates & Pinnacle Employee Benefits of NY
Pinnacle Insurance Associates was formed to provide customized insurance and risk management solutions for businesses across industries. Built on a foundation of stewardship, continual improvement, and high-touch client service, the firm helps organizations protect what matters most through thoughtful, tailored strategies.
Pinnacle Employee Benefits of New York was established to deliver specialized, strategic employee benefits solutions for New York employers. Led by nearly four decades of industry experience, the firm helps organizations optimize benefit programs through thoughtful plan design, compliance guidance, and clear communication—supporting employers, HR teams, and employees while maximizing the value of one of a company’s largest investments.
Pinnacle Employee Services and Marshall+Sterling Expand Across New York
Pinnacle Employee Services (PES) expanded into the Capital Region and Hudson Valley, enabled by a strategic investment from Marshall+Sterling, one of the nation’s largest insurance brokerages specializing in business and personal risk solutions.
The investment will give Marshall+Sterling clients access to PES’s full suite of leading human resources outsourcing, payroll, and employee benefits administration services. In turn, PES clients can benefit from Marshall+Sterling’s business and personal insurance offerings, employee health and benefits plans, and private client services.
Pinnacle Investments’ Auburn Office Relocates
Pinnacle Investments relocated its Auburn office to 132 North Street in Auburn, New York, to better support its clients’ evolving needs. The move provided a more accessible, functional space designed to accommodate continued growth while maintaining the high level of service and personalized client experience Pinnacle is known for.
Clients First. Always.
Our companies are built around client trust. While how we serve may differ, our commitment to acting in our clients’ best interests never does.
Our People and Reputation Matter
Across every company, we hold ourselves to high standards of integrity, accountability, and professionalism. Our people are our most valuable asset.
Better Together
While each company operates independently, we believe collaboration strengthens outcomes. Sharing knowledge, resources, and perspectives, we create greater value for clients and for each other.
Open Ideas. Flat Structure.
We empower and thrive on our people’s contributions. Titles don’t limit insight, and innovation is encouraged throughout the Pinnacle organization.
Growth That Goes Beyond Work
By investing in the growth of our people, we help nurture strong leaders and engaged teams that are essential to building companies that last.
Built to Build
Entrepreneurship drives our organization. We build, acquire, and support businesses with a long-term mindset, encouraging ownership, adaptability, and continuous improvement.
