Our Story
Welcome to Pinnacle: Where Your Story Takes Center Stage
Founded by Attorney William D. Heichel, CFP and his son Keith Heichel, CFP in 1998, Pinnacle is a family-owned and operated Wealth Management firm that has been dedicated to shaping the financial success stories of individuals and families across the United States for over two decades. Our journey began with a predecessor company, Lifetime Planning, Inc., in 1980, laying the foundation for what Pinnacle stands for today.
The core mission at Pinnacle is to help individuals and families achieve financial success by providing comprehensive wealth management services in collaboration with their current advisors.
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FA's RIA Ranking 2024
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FA's RIA Ranking 2023
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Top Financial Advisors in America 2022-2023
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Top Financial Advisors in America 2021-2022
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Top Financial Advisors in America
*Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm. ANY QUESTIONS: Pinnacle’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.
*Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm. ANY QUESTIONS: Pinnacle’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.
Family-Owned and Operated:
Pinnacle is a family-owned and operated Wealth Management firm that has been dedicated to shaping the financial success stories of individuals and families across the United States for over two decades.
Your Story Takes Center Stage:
With billions in client assets under our care, we prioritize each and every client-family relationship, regardless of where you stand on your financial journey.
Redefining Comprehensive Wealth Management:
We illuminate the complexities of financial planning and wealth management, guiding you through every step. In coordination with professionals such as CPAs and Attorneys, we can fuse our strengths to meet your unique financial needs.
National Reach:
We take pride in serving over 900 client families across 34 states and Puerto Rico, reimagining comprehensive planning across the nation.
Embrace Every Milestone:
At Pinnacle, we recognize the value in every key juncture, from your first investment to retirement planning. As our valued client, you are at the heart of our commitment. Your finances are not simply a footnote in reaching a final destination, but a valuable component in the story of your life. We’re here to help you embrace and achieve each milestone together.
Dedicated Team of Professionals:
At Pinnacle, we pride ourselves on being more than just financial advisors. We are your collaborators in precision and your trusted delegates on the path to comprehensive wealth management. With a dedicated team of experts spread across multiple offices, we bring over 200 years of collective Wealth Management experience to the table.
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Family-Owned and Operated:
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Your Story Takes Center Stage:
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Redefining Comprehensive Wealth Management:
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National Reach:
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Embrace Every Milestone:
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Dedicated Team of Professionals:
Our Fiduciary Pledge
Pinnacle is not just an SEC Registered Investment Advisor; we are your fiduciary under both state and federal law. What does this mean for you? It means we hold a position of exceptional trust when working with you. As fiduciaries, we are bound to act with unwavering loyalty to your financial objectives, with complete transparency regarding our compensation.
The Pinnacle Touch
When you select Pinnacle, you are choosing a wealth manager that upholds the highest standards of integrity:
We are a fee-only wealth manager.
We never take physical custody of your assets.
We do not sell any investment or insurance products.
Our revenue is derived exclusively from our clients; no third-party influences.
Our fee structure is competitive.
Experience Comprehensive Collaboration
At Pinnacle, we seek to redefine wealth management with our well-rounded commitment to your financial well-being. As a fee-only Wealth Management firm, we work exclusively with individuals, business owners, and their families.
Comprehensive Services Structured Around You
Pinnacle offers a comprehensive range of services carefully tailored to meet your unique requirements:
Comprehensive Financial Planning Services.
Ongoing Investment Advisory Services.
Continuous Financial Planning Services.
Comprehensive Asset Tracking and Performance Reporting Services.
Professional Trust Administration and Compliance Services.
Collaborative work with your other advisors.
Full disclosure of all fees paid to us.
At Pinnacle, we seek to redefine the norms of financial collaboration. We are not simply managing numbers; our team of professionals is dedicated to maximizing results and minimizing uncertainty. When you partner with us, your objectives and well-being will always take center stage.