Pinnacle’s Wealth Management Programs

Pinnacle is a leader in the wealth management industry because it recognized, long ago, that affluent clients and their families need and want continuous wealth management advice from their professional advisors. To accomplish this, Pinnacle created a new standard for the wealth management industry by combining the following services into its Wealth Management Programs:

  • A comprehensive Financial Plan
  • Continuous Financial Plan updates
  • Daily tracking of investment asset activities
  • Daily tracking of net worth
  • Daily Performance Reporting of investment assets
  • Institutional level investment advisory services
  • 24/7 web access to client’s financial plan, investment reports and legal documents through Pinnacle’s secure Wealth Management Portal
  • Personal Planning Quarterback Services that keep the planning and advisors proactive
  • Planning meetings conducted by a Pinnacle Personal Planning Quarterback
  • Planning agendas and reports for review and discussion by client, Pinnacle and the appropriate client advisors

To service the various planning needs of its affluent clients and their families, Pinnacle designed and offers the following Wealth Management Programs:

Informal Wealth Management Program

Pinnacle’s Insight Program is an informal wealth management education program designed for clients who may not want or require a formal financial planning program, but would like to meet annually with a Certified Financial Planner (CFP®) who will provide financial planning education as well as the administrative services of a professional planning coordinator.

The Insight Program includes:

  • An annual meeting with your CFP® coordinator to review your Insight meeting agenda and binder
  • A single sign-on, secure Client Portal for access to your document vault and aggregated investment portfolio reporting
  • Investment Advisory Services
  • Recap letter of each annual meeting containing your list of outstanding action items

Annual Program Fees: $500 Program fee upon acceptance of the contract. The ongoing annual fee is the greater of 120 basis points (1.2%) of Client's assets managed by Pinnacle or $500.