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Pinnacle

200 Summit Drive 420

Burlington,

MA

01803

pinnacle-info@wealthenhancement.com

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Meet with us

About the Pinnacle

The Pinnacle Team offers a comprehensive financial advising model to both pre-retired and retired emerging high-net-worth individuals and business owners. We focus not just on investments, but also on the tax impacts and future needs of you and your family. Our team has advisors with experience in advanced investment strategies, managing larger retirement plans, estate advising, and tax strategies, and we believe in providing client-specific strategies with a focus on the timeline. We believe we cater to our clients better than others thanks to our prompt service and flexible review scheduling, rather than taking weeks to return calls. Feel free to reach out and schedule your introductory meeting today!

Advisory Team

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Dan Cotton

CFP®

Senior Vice President, Financial Advisor

Burlington, MA

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Sam Kiefer

AIFA®

Senior Vice President, Financial Advisor

Burlington, MA

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Joe Siciliano

CFP®

Senior Vice President, Financial Advisor

Burlington, MA

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Alice McElhinney

Senior Vice President, Financial Advisor

Burlington, MA

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Ed Silbert

CFP®

Senior Vice President, Financial Advisor

Burlington, MA

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Brian Dudley

CFP®

Senior Vice President, Financial Advisor

Burlington, MA

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Myles Dudley

Senior Vice President, Financial Advisor

Burlington, MA

Tampa - East Jackson Street, FL

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Michael Carlson

Senior Vice President, Financial Advisor

Burlington, MA

Naples, FL

Resources from our team

Newsroom

Wealth Enhancement Group Grows by Adding Pinnacle Private Wealth, a Hybrid RIA with $663 Million in Client Assets

Wealth Enhancement Group, a national independent wealth management firm with over $56 billion in total client assets, today announced that it is expanding by bringing in Pinnacle Private Wealth, a hybrid RIA based in Burlington, MA. Pinnacle Private Wealth’s team of eight advisors and two support staff members oversee more than $663 million in client assets and is led by Myles Dudley and Daniel Cotton, who each have over 20 years of industry experience.
Myles Dudley

Newsroom

U.S. News: Brian Dudley Featured in “How to Make After-Tax 401(k) Contributions”

Brian Dudley, CFP®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by U.S. News in “How to Make After-Tax 401(k) Contributions.” 
Brian Dudley CFP®

Newsroom

GOBankingRates: Brian Dudley Featured in “10 Things You Can’t Really Afford on an Average Salary”

Brian Dudley, CFP®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by GOBankingRates in “10 Things You Can’t Really Afford on an Average Salary.” 
Brian Dudley CFP®

Newsroom

GOBankingRates: Brian Dudley Quoted in “9 Frugal Habits That Rarely Pay Off for Parents”

Brian Dudley CFP®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was quoted by GOBankingRates in “9 Frugal Habits That Rarely Pay Off for Parents.” 
Brian Dudley CFP®

Newsroom

GOBankingRates: Brian Dudley Quoted in “10 Things You Can’t Really Afford on an Average Salary”

Brian Dudley CFP®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was quoted by GOBankingRates in “10 Things You Ca
Brian Dudley CFP®

Team locations

Burlington, MA
200 Summit Drive 420, Burlington, Massachusetts, 01803
(781) 932-4855
details

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.