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Pinnacle Private Wealth opens second location; new Leominster, MA office is former home of Wachusett Wealth Management
LEOMINSTER AND WOBURN, MA, ISSUED APRIL 14, 2014…Pinnacle Private Wealth (www.pinnacleprivatewealth.com), a firm providing customized wealth strategies for businesses and individuals, today announced the opening of its Leominster, MA office, at the former location of Wachusett Wealth Management at 14 Monument Square.
Gerry Fagnant, the former Managing Partner and founder of Wachusett Wealth Management, will serve as Managing Partner of Pinnacle’s Leominster office and will divide his time between the Leominster office and Pinnacle’s corporate headquarters at 100 Trade Center, Woburn, MA.
Wachusett Wealth Management recently merged its practice with Pinnacle Private Wealth; in addition to Fagnant, other principals of Wachusett have joined the Pinnacle team.
“Our recent merger has allowed us a great opportunity to serve clients in the Leominster area,” said Myles Dudley, Managing Partner of Pinnacle Private Wealth. “We have every confidence that under the direction of Gerry Fagnant, whose reputation in the wealth and investment management industry is highly distinguished, the Leominster office will enjoy strong positive growth.”
About Pinnacle Private Wealth
Pinnacle Private Wealth was founded in 2009 by Managing Partners Myles Dudley and Daniel Cotton, each bringing extensive backgrounds in wealth and investment management to their new company. The firm’s philosophy can be seen in their slogan, “Invest with Purpose.” Their menu of services includes wealth management, investment management, retirement portfolio review and planning, estate planning, risk management and more. Since its inception, Pinnacle Private Wealth has grown from a two-person firm to a team of 12 people with two locations, to serve the needs of individuals and businesses. To learn more about the offerings of Pinnacle Private Wealth, please contact Kristen Shutt, Operations Manager, at (781) 932-4855 or email firstname.lastname@example.org to set up a free consultation. Interested individuals can also learn more about the firm by visiting www.pinnacleprivatewealth.com. Pinnacle Private Wealth maintains headquarters at 100 Trade Center, Suite 600, Woburn, MA 01801.
(L-r: Dan Cotton and Myles Dudley, Managing Partners, Pinnacle Private Wealth).