Pinnacle Wealth Strategies LLC

63 Putnam LLC, operating as Lee Investment Management, is an independent, fee-only financial planning and wealth management firm based in Saratoga Springs, NY. Committed to prioritizing clients' interests, the firm provides personalized investment management and strategic wealth planning tailored to individual goals. With a mission to simplify wealth management, Lee Investment Management helps clients navigate their financial journeys through comprehensive advice and education. Serving a diverse clientele across the greater Capital District and beyond, they focus on creating tax-efficient portfolios designed to achieve desired financial outcomes with minimal risk. Generated from the website

Sage Hill Advisory Management, located in Saratoga Springs, NY, serves as a family office for select highly successful families, managing over $1 billion in assets. The firm provides comprehensive financial advisory services, including legal estate planning, investment management, and risk protection, all coordinated seamlessly to support multigenerational wealth preservation and growth. With a mission to prioritize clients' interests, Sage Hill emphasizes a holistic approach to wealth management that goes beyond finances to encompass clients' values and family relationships. Their experienced team collaborates with various professionals to deliver tailored strategies that address the complexities and opportunities wealth creates. Generated from the website

Loomis Co. and its subsidiary, Northeast Capital, are leading financial advisory firms specializing in providing long-term oriented investment banking, consulting, and research services to small and mid-sized financial institutions across the nation. With a strong focus on community banks, Loomis Co. offers a comprehensive range of services including strategic planning, regulatory compliance, mergers and acquisitions advisory, fair value analysis, capital financing, and custom tailored projects research. Their team of experienced professionals ensures that each client receives superior advice and results, backed by Main Street integrity and values. With a track record of success since 1992, Loomis Co. has been consistently ranked among the top financial advisors in New York and New England for community bank mergers and acquisitions. Their expertise in analyzing lines of business profitability, competitive advantages, and successful execution of plans, combined with their commitment to Main Street values, makes them a trusted partner for community banks seeking strategic, capital, and acquisition plans. Loomis Co.'s dedication to providing personalized and tailored solutions sets them apart in the industry.Generated from the website