6600 Brooktree Court,
"Most small businesses never survive to the next generation. Mine not only survived the transition to my son Vic, but is thriving." – James R. Conrad
In 1963, James R. Conrad joined what was, at the time, Mutual of New York (MONY). Over the decades, his practice added new services and products to keep pace with the numerous changes in the financial markets and tax code, enabling him to provide coordinated solutions. Jim previously held both the CLU® and ChFC® designations. In 2005, chosen by his peers, Jim was named MONY's "Man of the Year," the highest honor a MONY financial professional can receive. Jim is now retired and spends his days working out, volunteering at his church, antiquing, and keeping tabs on their 18 grandchildren.
In 1994, Jim's oldest son, J. Victor Conrad, joined the firm, bringing seven years of public accounting and banking experience to the table. Seeing the satisfaction Jim had in helping his clients navigate through the numerous life changes they faced, Vic sought to bring continuity and succession to his father’s 40+-year practice.
In March 2005, PINNACLE Financial Strategies, LLC, was formed as an independent firm to carry on the decades-long tradition of ethical client service, providing coordinated financial planning services and products for individuals, businesses, defined benefit, and defined contribution pension plans, and nonprofit organizations. Offering clients wealth management, business succession, estate preservation and transfer, insurance planning (life, disability, and long-term care), and charitable giving services.
In his career, Jim has helped many people through numerous changing events in their lives. From the time when his clients first got married, to when they had children and raised them, and on into their retirement years, Jim has helped guide people through the various financial decisions they have had to make. Today, under Vic’s leadership, PINNACLE continues this decades-long, rich tradition of ethical client service and offers the ability for the children and heirs of his father’s clients to continue a relationship with a trusted professional. By blending time-tested concepts and strategies with forward-thinking financial solutions and personal attention, clients can feel comfortable knowing that your financial wellness is our priority.
To schedule a consultation with Vic, contact the office today.