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Smart Tax Strategies for Investors: Capital Gains and Tax Loss Harvesting Explained
October 15, 2025
Hartford Business
Mercer Advisors Acquires Hartford-based Pinnacle Investment Management
Mercer Advisors said Tuesday it has acquired Simsbury’s Pinnacle Investment Management Inc. for an undisclosed sum. Pinnacle, an investment management and financial planning firm, has more than $180 million in assets under management. The firm was previously been named to Worth Magazine’s list of top financial advisors and Bloomberg Wealth Manager’s list of top wealth managers.
Mercer Advisors Adds Singer Burke to its Ultra-High-Net-Worth Regis Group, and Launches Practice to Serve Entertainment and Creative Professionals