Pinnacle is a leader in the wealth management industry because it recognized, long ago, that affluent clients and their families need and want continuous wealth management advice from their professional advisors. To accomplish this, Pinnacle created a new standard for the wealth management industry by combining the following services into its 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
- Quarterly planning meetings conducted by a Pinnacle Personal Planning Quarterback
- Quarterly 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 three Wealth Management Programs:
In the pages that follow, you will find more detailed information about each of the services included in Pinnacle’s three (3) Wealth Management Programs.