Pinnacle has always strived to involve our clients' professionals in their wealth management program because it is clearly in the best interest of the client to have their entire financial team on the same page. In fact, we believe in the planning team concept so much that we developed formal programs for CPAs and Attorneys to become part of that team.
Pinnacle works directly with CPAs and CPA firms to establish and strengthen our client's wealth management team. We welcome CPAs to work with us in any one of three formal relationships: Pinnacle Advisor®, Pinnacle Solicitor® or Professional Planning Coordinator®. Pinnacle currently has formal relationships with with 25 CPAs from 16 different firms with an average Pinnacle relationship of 17 years!
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®.