James Stork is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Pinnacle Financial Group, LLC in Western Springs, IL and the surrounding communities.
Thank you for expressing interest in Pinnacle Financial Group, a fee-based wealth advisory and investment management firm in Western Springs, Illinois. Each of our partners has over 25 years of industry experience and has been designated a Certified Financial Planner and/or Chartered Financial Analyst. Our experience is primarily analytical -- in research and investment management -- not sales. We take a multi-disciplinary approach to financial planning, offering comprehensive solutions in the following areas:
Our investment management services are exclusively fee-based. We use a disciplined approach to dynamic asset allocation. Our broadly diversified portfolios offer the potential of competitive returns with significantly less risk. We are not market timers and we are not active traders. We rebalance our portfolios periodically based on opportunities that become available in the market and the needs of our clients.
From 1984 until 2000, I worked for an investment research company, providing investment advice primarily to institutional investors. In 2000, I formed a partnership with an experienced financial planner offering financial planning and investment management services to individuals and small businesses. In 2010, we added another experienced advisor, who also has a CFP certification and CFA charter. Each of the three partners of Pinnacle Financial Group have over 25 years of experience in investment management and/or financial planning.
Please visit our website at www.mypinnaclefinancial.com to learn more about our experience and approach.
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