Josh Hamm
Josh Hamm
Senior Vice President, Pinnacle Asset Management Wealth Advisor, RJFS

Pursuing your financial goals with experienced guidance

Along with challenges, the market also brings new opportunities – you just have to know where to look and when to take action. Over the years, we’ve helped clients navigate through challenging times with purpose and confidence toward their financial goals, and we're here to help you, too.

We can offer you an array of personalized financial services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

Services we offer

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Sustainable Investing

Sustainable investing, an approach that integrates environmental, social and governance (ESG) criteria, is becoming a much sought-after strategy in the financial industry. Whether implemented through socially responsible investing (SRI) screening, ESG integration or impact investing, sustainable investing offers a growing number of options for investors interested in pursuing goals beyond financial growth when building their portfolios.

Unique solutions for business owners and entrepreneurs.
Read More
Niches
A pragmatic approach to wealth management
Read More
Niches
Helping physicians address their unique needs
Read More
Niches
Helping you and your family prepare for the coming years in retirement.
Read More
Niches
Nurturing wealth so you can live a longer, better life.
Read More
Niches

News & resources

Raymond James Chief Investment Officer Larry Adam stresses the importance of selectivity and risk management.
Watch Video
Markets & Investing
A look inside why more Americans are turning to lifetime income.
Read
Markets & Investing
Review the latest Weekly Headings by CIO Larry Adam.
Read
Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Read
Economy & Policy
Beyond education savings, these plans can work for you - not just your kids.
Read
Family & Lifestyle
With persistent inflation and a resilient economy, the Fed's updated projections show two rate cuts next year.
Read
Markets & Investing
During the holidays, giving is often top of mind. Discover how to make it a lasting part of your future plans.
Read
Estate & Giving
Take action during an overwhelming time with this quick guide.
Read
Family & Lifestyle
Start the new year right by reviewing and revamping your financial plan.
Read
Retirement & Longevity
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Read
Markets & Investing
Maintaining a balance between net worth and income will need to be adapted throughout your lifetime – learning strategies to manage the two can help.
Read
Family & Lifestyle
What's on the market's wish list for 2025? Chief Investment Officer Larry Adam provides a festive perspective.
View
Markets & Investing
The gratification of wealth is not found in mere possession or in lavish expenditure, but in its wise application.
Miguel de Cervantes

An elevated advisory experience

We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions. Our personal approach and robust capabilities enable us to create customized investment strategies and deliver a quality standard of service with every investment strategy we present. 
Connect with us

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Pinnacle Bank and Pinnacle Asset Management are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

© 2024 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use