We work
For You
At Pinnacle Investments, LLC – Prime Wealth Group, our team of professionals helps identify your needs while accounting for your dreams. Then, we get to work to build a plan that fits your unique lifestyle. While we offer our professional guidance, you’re in control every step of the way.
Drea Coladarci
Partner, Financial Advisor
dreacoladarci@pinnacle-llc.com
Drea’s philosophy is that everyone regardless of age or net worth deserves some level of financial planning. This planning helps families and individuals achieve their financial goals, fund their retirement years, or simply know they’re “on the right track.” Through periodic reviews, her clients receive the coaching necessary to stick with their financial plan or modify it when needed. Within our planning process, Drea specializes in tax-efficient management strategies, estate planning, and legacy planning. She believes her process empowers clients to make smarter decisions by educating and analyzing all potential solutions.
Drea went to Oregon State University for Chemistry and Math. She holds the FINRA Series 7, and 66 registrations through Pinnacle Investments, LLC as well as insurance licenses.
Check the background of this investment professional on FINRA’s BrokerCheck.
Adam DeSimone
Partner, Financial Advisor
Adam is distinguished for his financial comprehension, and ability to educate individuals to help pursue their financial security, legacy, and lifestyle. He understands that every person’s life situations are unique and dynamic, which requires attention to detail. His understanding of efficient market strategies and services helps his clients achieve peace of mind when it comes to their finances.
Adam graduated from the University at Albany. He holds the FINRA Series 7, 65, and 66 registrations through Pinnacle Investments, LLC as well as insurance licenses.
Check the background of this investment professional on FINRA’s BrokerCheck.
Adam Gartside
Partner, Financial Advisor
Adam has always had a passion for finance. He knows not everyone shares that passion so he follows a process that tailors a plan to an individual’s wants and needs to get the information they need in a way that suits them. The financial planning process begins with an initial meeting to clearly define what is important to each client. After specific goals are agreed upon, Adam and his team develop customized financial planning strategies to address each objective. Through the implementation of independent recommendations, Adam ensures his clients stay on track with their financial plans.
Adam graduated from the University of Rhode Island with a focus in Finance and Economics. He holds the FINRA series 7, and 66 registrations through Pinnacle Investments, LLC as well as insurance licenses.
Check the background of this investment professional on FINRA’s BrokerCheck.