Pinnacle works with Attorneys to establish and strengthen our client's wealth management team and help the Attorney develop an ongoing, planning relationship as the client's Professional Planning Coordinator®.
Our Professional Planning Coordinator® relationship is a non-fee sharing relationship that makes the Attorney the coordinator of the planning team. With Pinnacle's full prep and assistance, the Attorney will run the client's planning meetings with Pinnacle acting as both the financial planner and the investment advisor. The Attorney will charge the client directly for this service. Since the Attorney is fulfilling this role, Pinnacle will provide a 25% Pinnacle Service fee discount to the client.
This formal relationship is ideal for estate planning and business attorneys who want to cement their role as their clients most trusted professional by coordinating their financial lives with Pinnacle as a trusted wealth manager .