Pinnacle is in constant pursuit of excellence with its Wealth Management Services, Trust Administration and Compliance Services. One major step Pinnacle has taken is to increase the quality of planning services is to formally invite clients’ CPAs to the planning table. With this innovation in mind, Pinnacle has developed the following two programs for CPAs:
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The Professional Planning Coordination Program™ for CPAs
Pinnacle PPC Program™ is a trailblazer in reshaping wealth management. We recognize the critical role financial expertise plays in tax and business planning for high networth clients.
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The Pinnacle Advisor™ Program for CPAs
The Pinnacle Advisor™ Program provides CPAs with a strategic partnership opportunity. This groundbreaking initiative serves as a platform enabling CPAs to seamlessly integrate comprehensive wealth management services into their practice.
The Pinnacle Promotor for CPAs
The Pinnacle Promoter for CPAs provides a revenue stream for referral clients to Pinnacle’s advisor services.
The Pinnacle Promotor for CPAs
Pinnacle is in constant pursuit of excellence with its Wealth Management Services, Trust Administration and
