Pinnacle’s Wealth Management Programs

Pinnacle continuously strives to be a leader in the wealth management industry by offering the following services in our Formal Wealth Management Programs:

  • A comprehensive Financial Plan
  • Continuous Financial Plan updates
  • Daily tracking of investment asset activities
  • Daily tracking of net worth
  • Daily Performance Reporting of investment assets
  • Institutional level investment advisory services
  • 24/7 web access to client’s financial plan, investment reports and legal documents through Pinnacle’s secure Wealth Management Portal
  • Personal Planning Quarterback Services that keep the planning and advisors proactive
  • Planning meetings conducted by a Pinnacle Personal Planning Quarterback
  • Planning agendas and reports for review and discussion by client, Pinnacle and the appropriate client advisors

To service the various planning needs of its affluent clients and their families, Pinnacle designed and offers the following Wealth Management Programs:

Informal Wealth Management Program

Pinnacle’s Insight Program is an informal wealth management education program designed for clients who may not want or require a formal financial planning program, but would like to meet annually with a Certified Financial Planner (CFP®) who will provide financial planning education as well as the administrative services of a professional planning coordinator.

The Insight Program includes:

  • An annual meeting with your CFP® coordinator to review your Insight meeting agenda and binder
  • A single sign-on, secure Client Portal for access to your document vault and aggregated investment portfolio reporting
  • Investment Advisory Services
  • Recap letter of each annual meeting containing your list of outstanding action items

Annual Program Fees: $500 Program fee upon acceptance of the contract. The ongoing annual fee is the greater of 120 basis points (1.2%) of Client's assets managed by Pinnacle or $500.

Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the specific requests and needs of the client.  Pinnacle does not serve as an attorney, accountant, or insurance agent. Pinnacle does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Pinnacle’s representatives, in their separate individual capacities, can be engaged to be provide accounting and/or legal services as described on Pinnacle’s written disclosure Brochure (a copy of which is linked to this web site), per the terms and conditions of a separate engagement and fee.