Pinnacle’s Wealth Management Programs Wealth Management ProcessOur Client Wealth Management PortalPinnacle continuously strives to be a leader in the wealth management industry by providing the following services in our Formal Wealth Management Programs:A comprehensive Financial PlanContinuous Financial Plan updatesDaily tracking of investment asset activitiesDaily tracking of net worthDaily Performance Reporting of investment assetsInstitutional level investment advisory services24/7 web access to client’s financial plan, investment reports and legal documents through Pinnacle’s secure Wealth Management PortalPersonal Planning Quarterback Services that keep the planning and advisors proactivePlanning meetings conducted by a Pinnacle Personal Planning QuarterbackPlanning agendas and reports for review and discussion by client, Pinnacle and the appropriate client advisorsTo service the various planning needs of its affluent clients and their families, Pinnacle designed and offers the following Wealth Management Programs:Informal Wealth Management ProgramPinnacle’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 binderA single sign-on, secure Client Portal for access to your document vault and aggregated investment portfolio reportingInvestment Advisory ServicesRecap letter of each annual meeting containing your list of outstanding action itemsAnnual 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.