Wealth Management Planning

Effective wealth management planning includes a sound strategy, action plan, and ongoing management that are consistent with your long-term financial goals and flexible enough to adapt to ever-changing markets. That’s precisely what you get with our wealth management services.

Check the background of wealth management professionals associated with this site on FINRA’s BrokerCheck.

Benefits of Wealth Management Planning

Asset management strategies
Tax-sensitive investments
Concentrated stock strategies

Business Financial Planning

Let our team help you make the most of the business you’ve worked so hard to build.

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Insurance Planning

Enjoy a customized suite of insurance solutions that match your needs.

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Comprehensive Financial Planning

Enjoy more confidence and less stress with a turnkey solution for financial services.

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Retirement Planning

Share your idea of retirement with our team and we will help you pursue it.

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Estate & Legacy Planning

Preserve your legacy and estate with decades of experience and a wealth of resources.

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Highland Trust Partners and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Investment advice offered through IFG Advisory, LLC, a registered investment advisor and separate entity from LPL Financial. Highland Trust Partners and Pinnacle Bank are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Highland Trust Partners, and may also be employees of Pinnacle Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Pinnacle Bank or Highland Trust Partners. Securities and insurance offered through LPL or its affiliates are:

Not insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value

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Benefits of Wealth Management Planning

Business Financial Planning

Insurance Planning

Comprehensive Financial Planning

Retirement Planning

Estate & Legacy Planning

Employee Insights – Jamie Pierce

Employee Insights – Paula Troupe

Employee Insights – Sam Donley

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Wealth Management Planning

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Benefits of Wealth Management Planning

Business Financial Planning

Insurance Planning

Comprehensive Financial Planning

Retirement Planning

Estate & Legacy Planning

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Employee Insights – Jamie Pierce

Employee Insights – Paula Troupe

Employee Insights – Sam Donley

Pinnacle Bank will be closed on Wednesday, December 25th in observance of Christmas.

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Pinnacle Bank will be closed on Wednesday, December 25_th in observance of Christmas.