About
Michael Rodriguez is a Chartered Financial Analyst and Certified Financial Planner with 20 years on Wall Street and in private wealth management. He now runs his own independent RIA serving ultra-high-net-worth families.
Investment Philosophy
Markets reward patience and discipline. I focus on building diversified, low-cost portfolios aligned with each client's risk tolerance and time horizon, then stay out of the way.
Wealth is not about what you earn — it's about what you keep and what you grow.
Firm Information
FirmPinnacle Wealth Advisors
PositionFounder & CIO
Agency TypeRIA
Firm CRD#234567
About FirmAn independent RIA managing over $300M in assets for families, foundations, and endowments across the Northeast.
Professional Details
Advisor CRD#456789
Fiduciary Yes — acts in your best interest
CompensationFee-Only
Designations
Licenses
Investment Information
Assets Under Management$320M