Founders · Naples, Florida
Who runs Pipeline & Pinnacle
Pipeline & Pinnacle is run by its founders, Jacob Leddy and Rob Chomo, in Naples, Florida. It does one thing: done-for-you LinkedIn outreach for financial advisors and RIAs.
Flat monthly feeNo % of AUMNothing sends without your written approval
The founders
Jacob Leddy
Founder
Runs Pipeline & Pinnacle with Rob Chomo from Naples, Florida.
Rob Chomo
Founder
Runs Pipeline & Pinnacle with Jacob Leddy from Naples, Florida.
That is what this page states about the founders, and it is what the footer of every page already states. We have not added biographies, credentials, or profile links here.
What the firm does
Pipeline & Pinnacle is a done-for-you outreach service for financial advisors and RIAs. It builds the prospect list, writes the LinkedIn sequence in the advisor's voice, screens it, and runs the sends at a measured pace. Interested replies are answered within one business day and receive the advisor's booking link.
The service has one offer. It comes in two sizes: Launch, one LinkedIn seat at $995 a month, and Growth, two seats at $1,495 a month. Both carry a one-time $1,500 setup fee and a three-month minimum. The fee is flat, with no percentage of AUM.
The full description is on the page about LinkedIn outreach for financial advisors.
What you can hold us to
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Written approval first
Nothing sends in your name until you approve the template in writing. Any later edit creates a new version that goes back through approval.
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Flat fee only
A fixed monthly price. No percentage of AUM, no performance fees, no per-lead charges.
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Measured pacing
Sends run at a human pace within LinkedIn's limits. No mass automation.
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Your list stays yours
Your prospect list is never shared with or reused for any other client.
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No promised results
Nothing on this site is a promise or guarantee of results.
What this page does not say
This page does not list prior employers, licenses, credentials, client names, or results. We have not published them here, and we will not invent them to fill space.
If you want to know something about us before you decide, ask on the intro call. You can also read the approval gates and judge the process on its own terms.
No client claims. This site does not state a client count, a reply rate, or a number of meetings booked.
How a working relationship starts
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Talk or start
Book a 20-minute intro call, or start without one through checkout on the pricing page.
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Fit confirmation
Within one business day of payment, we confirm we are a fit for your firm. If we are not, every dollar is refunded.
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Positioning and draft
A short positioning call, then your first sequence is drafted in your voice and screened.
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Your approval
Nothing sends until you approve the templates in writing.
Plain answers
Do you work with anyone besides advisors?
No. We work exclusively with financial advisors and RIAs. Solo practices and one-to-two-person firms are the center of the work.
Do you sell leads?
No. We run outreach on your behalf, under your written approval. We do not sell lists, and we do not promise replies, meetings, or clients.
Can I see how the work is done before I pay?
You can read the order of the approval gates on this site, and you can use the approval checklist on any template, ours or anyone's. The intro call is twenty minutes and is the place to ask the rest.
Do you take a percentage of assets?
No. The fee is flat, with no percentage of AUM, no performance fees, and no per-lead charges.
How to reach us
Email [email protected], or book a 20-minute intro call. We are in Naples, Florida. Pricing is on the pricing page.
Intro call
Twenty minutes.
We'll walk you through how the process works for a firm like yours — the list, the sequence, the approval gate — and you can judge the fit.