Pinnacle Wealth Collaboration™ for CPAs
Bringing More To The Table for the Clients You Serve.
Build Wealth Management Capabilities Without Building Them Alone
Your clients trust you with some of the most important financial decisions of their lives. As their needs evolve, many begin asking questions that extend beyond tax planning, including retirement, investments, business succession, estate planning, and wealth transfer.
For many CPA firms, the opportunity is clear. The challenge is determining how to provide broader financial guidance without building an entirely new business line.
Wealth Collaboration™ offers another path.
Through a collaborative co-advising model, Pinnacle Advisors helps CPA firms expand their capabilities, participate in broader planning conversations, and create additional value for clients while remaining central to the relationship.
All at the Same Table. All on Your Side.
Many wealth management relationships begin with a referral.
A CPA introduces a client to an outside advisor, and over time, visibility into important planning conversations may diminish.
Wealth Collaboration™ is designed differently.
Rather than sending clients away, CPA firms work alongside Pinnacle Advisors in a coordinated planning relationship that helps preserve continuity, strengthen collaboration, and support more complete financial guidance.
Your firm remains a trusted advisor. We help provide the wealth management resources, planning expertise, and infrastructure needed to support clients' evolving needs behind the scenes.
This Is Not "Send Us Your Clients”
Traditional referral relationships often move the planning conversation outside the CPA firm's influence.
Wealth Collaboration™ is built around co-advising.
Traditional Referral Model
Client referred to outside advisor
Advisor leads the planning relationship
Visibility may decrease over time
Revenue opportunity leaves the firm
Process occurs outside the firm's influence
Separate client experience
Wealth Collaboration™
Client supported through a collaborative relationship
CPA remains actively involved
Ongoing coordination and collaboration
Opportunity to participate in additional value creation
Process is coordinated together
Integrated planning experience
The goal is simple: help clients access broader financial guidance while preserving the trusted relationships you've already built.
Protect Client Relationships
Remain involved in the financial decisions that matter most to your clients.
Expand Your Value
Participate in conversations that extend beyond tax planning into broader financial planning and wealth management.
Create New Revenue Opportunities
Build upon existing client relationships through a more comprehensive advisory experience.
Stay Independent
Maintain your firm's identity, relationships, and approach while leveraging additional resources.
Avoid Building the Platform Alone
Access established planning, investment management, operational, and advisory support without creating everything internally.
Co-Advise Clients
Work alongside experienced planning professionals while maintaining visibility and involvement.
Why Firms Consider Wealth Collaboration™
Deliver Broader Planning Through a Co-Advising Model
Many CPA firms already have the trust, relationships, and planning insight needed to support wealth management conversations.
What they often lack is the infrastructure required to build and operate a wealth management company independently.
Through Wealth Collaboration™, firms gain access to an established platform that can help support:
Investment Management
Retirement Planning
Estate Planning Coordination
Business Succession Planning
Wealth Transfer Strategies
Ongoing Financial Planning
By combining your expertise with Pinnacle's planning resources, clients benefit from a more coordinated experience across multiple areas of their financial lives.
Collaborative Models That Fit Your Goals
Every CPA firm approaches growth differently.
Some firms want to remain closely involved in planning conversations. Others seek a more integrated wealth management offering for their clients. Some simply want a trusted resource for complex situations.
Pinnacle Advisors offers multiple Wealth Collaboration™ pathways designed to support firms at different stages of growth and involvement.
Professional Planning Coordination Program™ for CPAs
Designed for firms seeking collaborative planning support and active participation in wealth management conversations
Pinnacle Advisor™ Program for CPAs
Designed for firms interested in integrating broader wealth management capabilities into their client experience.
Pinnacle Promoter Program™ for CPAs
Designed for firms looking to connect clients with trusted wealth management resources through an established relationship.
Create New Revenue From Relationships Your Firm Already Owns
Your firm has spent years earning trust.
Many of those same clients already need guidance around investments, retirement planning, business succession, estate planning, and wealth transfer strategies.
Instead of sending those opportunities elsewhere, Wealth Collaboration™ helps firms participate in a more complete advisory relationship while keeping the client experience coordinated and connected.
Add Recurring Revenue Potential
Create opportunities for ongoing advisory relationships beyond seasonal engagements.
Strengthen Client Retention
Clients receiving broader planning support are less likely to seek guidance elsewhere.
Build Enterprise Value
A broader advisory offering can help create a more differentiated and scalable practice over time.
Deepen Relationships With Key Clients
Become more involved in the conversations shaping your clients' long term financial decisions.
Read more from our Wealth Collaboration for CPAs Series
Don't confine yourself to the limitations of traditional roles. To be an exceptional advisor, you must be ready to guide your clients in unforeseen directions and ensure their financial well-being. Everyone, no matter their circumstances, deserves a trusted advisor who can safeguard their interests and provide peace of mind for both them and their families.
