Ascend Advisor | About Us
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About Us

We’re a Different Type of Investment Tool

Pinnacle Investments is excited to bring you Ascend, a simple, automated investment platform that was designed to help you keep up with the evolving world of online investing.  Get started by opening an account today for free.

Our Mission

Our mission is to provide an easy and accessible investing experience for anyone looking to invest or plan their financial future. Our system manages your investments around the clock, so investors can focus on what really matters to them – family, health, growth, and well-being.

About Ascend
About Pinnacle Investments

Pinnacle Investments is a boutique investment firm established in 1995. Since then we’ve grown to become one of the largest independent full-service investment firms in Central New York. Pinnacle’s success is attributable to its ability to provide a personalized approach to investment management and client service while offering the same investment products and protections available at larger financial institutions. Our wide array of services includes financial planning, asset management, traditional brokerage, and employer sponsored retirement plans. Proven investment experience and superior client satisfaction combined with local ownership has enabled Pinnacle to grow to over 6,000 clients and more than $1 billion in assets.

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Ready To Take Control of Your Financial Future?