Pinnacle works directly with CPAs and CPA firms to establish and strengthen our client's wealth management team. We welcome CPAs to work with Pinnacle in any one of three formal relationships: Pinnacle Advisor®, Pinnacle Solicitor® or Professional Planning Coordinator®.
Pinnacle currently has formal relationships with 25 CPAs from 16 different firms with an average Pinnacle relationship length of 17 years!
Our Pinnacle Solicitor® relationship is a fee-sharing relationship where a CPA/CPA firm promotes Pinnacle's Services to their clients without future involvement.
This formal relationship is ideal for CPA/CPA firms that want to refer their clients to a trusted, fiduciary wealth management firm but do not want to get involved in the advisory process.
Our Pinnacle Advisor® relationship is a fee-sharing relationship where the CPA/CPA firm wants to formally provide Pinnacle Services with Pinnacle as co-advisors to our co-clients. As an SEC Registered Investment Advisor, Pinnacle provides all the functional planning and advisory services which allows our CPAs to focus on what they do best which is client service and relationships.
This formal relationship is ideal for CPA/CPA firms that want to be a trusted advisor in their clients financial lives now and into the future.
Our Professional Planning Coordinator® relationship is a non-fee sharing relationship that makes the CPA/CPA firm the coordinator of the planning team. With Pinnacle's full prep and assistance, the CPA will run the client's planning meetings with Pinnacle acting as both the financial planner and the investment advisor. The CPA/CPA firm will charge the client directly for this service. Since the CPA is fulfilling this role, Pinnacle will provide a 25% Pinnacle Service fee discount to the client.
This formal relationship is ideal for CPA/CPA firms that want to cement their role as their clients most trusted professional by coordinating their financial lives with Pinnacle as a trusted wealth manager .