Kelly O'Neill is Marketing Manager for Pinnacle Advisor Solutions.

Are You Like Jeff Bezos?

Recently, Jeff Bezos, founder of Amazon, announced that he will be stepping down as CEO of retail giant Amazon after 27 years to focus on other passions.  Maybe the events and uncertainty of the past year has you thinking about Mr. Bezos and thinking its time for a change? If so, you are not alone. …

How PRISM Helped One Advisor Retire In Two Years… And Protected His Clients In The Process

As 2018 winds down, we would like to acknowledge the achievement of a significant milestone: the five year anniversary of our continuity and succession solution, PRISM. Pinnacle Advisor Solutions was founded in 2011 with a simple mission: to support the needs of independent advisors. We began by offering access to our investment management, financial planning…