The Pinnacle Group, An Independent Wealth Management Firm, RJFS

Carl Mahler established The Pinnacle Group in 1985. As a CERTIFIED FINANCIAL PLANNER™ professional at Raymond James, he and his team create plans designed to achieve, manage and maintain wealth through comprehensive planning. He currently serves a limited number of families, forming long-term, personal relationships with each of his clients by assisting them in the various financial elements of life planning – everything from developing investment strategies, retirement planning, and saving for children’s or grandchildren’s educations to coordinating strategies to help minimize income and estate taxes.

The firms goal is to provide every client confidence that the most effective strategies available are being employed for them, and that new strategies and tactics are continually reviewed. As their financial point-person, Carl presents clients pertinent information to help them make informed decisions.

Your Wealth, Your Life, Our Focus

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.

Important Disclosure Information: http://raymondjames.com/smicd.htm

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.