Dan Cotton and Myles Dudley had a vision in 2009 to start a wealth management firm that focused on the client while eliminating conflicts of interest from a larger institution. They set out on their own in 2009 and opened the first Pinnacle Private Wealth office in Woburn, MA. Since 2009, Pinnacle has grown from a team of two to a group of twelve independent advisors including an affiliated firm in Needham, three support staff, and a business development officer with intentions to grow and expand even more.
You can call us at 781.932.4855 or send us an email at firstname.lastname@example.org to set up an introductory meeting at no cost. We look forward to helping you Invest with Purpose and welcome you to the Pinnacle family.