Pinnacle Trust

Your source for reliable wealth management

Pinnacle Trust is Mississippi’s premier wealth management institution. Our company is built on the philosophy that you should control your wealth, not the other way around. We help our clients achieve a broad financial vision that brings fulfillment and security to their lives.

We offer integrated financial solutions in three primary areas: Asset Management, Financial Planning, and Trust Services.  These are designed to create stability in every stage of your life, throughout every aspect of your wealth.  We help you organize your financial life through a life/wealth plan, providing you objective wealth management advice.  We offer flexible planning in order to adjust to unplanned circumstances, and we implement strategies on behalf of our clients.

As a chartered bank in the state of Mississippi, we possess the stability you need in dealing with your investments.

We are unique, as Mississippi’s only privately owned trust company.  Although it is not our primary business, we can also act as an insurance broker on behalf of our clients. We can interface seamlessly with your CPA, attorney, and insurance broker, to ensure that all your financial needs are met efficiently. 

Pinnacle Trust has the strength, experience, and expertise of a large company, but we pride ourselves on our individual focus and relational emphasis.

We recognize the uniqueness of each client’s situation, and we tailor our efforts to you.  At Pinnacle, your priorities are our priorities, and your peace of mind is our ultimate goal.