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Our Story

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 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.