Welcome to Pinnacle Wealth Strategies

You are entering our "virtual office". We have designed this site for clients and visitors to use as a financial planning and investment resource. We encourage you to roam our "office" and learn more about our organization, our people and the resources available to you from one comprehensive site. You will find a wealth of information, including current financial market updates, articles, investment resource tools, financial planning resources, calculators and useful links to other financial planning and investment related sites. If you have any questions, please email us or call to make an appointment.

About Us

Planning Topics

Getting Started

Our firm is built on a foundation of unrivaled service and in-depth knowledge of our clients’ financial needs.

Click here to learn more about us.

  • Asset Protection
  • Wealth Accumulation
  • Risk Management
  • Investments
  • Education Funding
  • Retirement
  • Taxes
  • Estate Planning

To learn how we may assist you,
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We have three offices to serve you, located in the Capital District, Hudson Valley and Saratoga/Lake George areas.

Market Snapshot

Headline News

Contact Us

Capital District


: (518) 731-7720


: (518) 375-3621


: hsg@pinnaclewealthllc.com

Hudson Valley


: (845) 255-1813


: (845) 255-4507


: fws@pinnaclewealthllc.com

Saratoga/Lake George


: (518) 339-9036


: (309) 210-4635


: sam@pinnaclewealthllc.com

12079 Rt 9W , West Coxsackie, NY 12192
Phone: (518) 731-7720 Fax: (518) 375-3621 Email: hsg@pinnaclewealthllc.com

Securities offered through GWN Securities, Inc., Member FINRA/SIPC 11440 N Jog Rd, Palm Beach Gardens, FL 33418, (561) 472-2700 Fee based advisory services offered through Latitude Advisors, LLC, A Registered Investment Advisor Financial planning & consulting services offered through Pinnacle Wealth Strategies, LLC, A Registered Investment Advisor Pinnacle Wealth Strategies, LLC, GWN Securities, Inc & Latitude Advisors, LLC are not affiliated companies

Investment products and services available only to residents of: CO, CT, FL, MN, NC, NY, OH, PA, SC