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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:

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.
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

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Pinnacle is consistently striving for excellence in its Wealth Management and Trust Management Services. As a significant move towards enhancing the quality of planning services, Pinnacle has proactively extended formal invitations for CPAs to join their clients planning table. In line with this innovative approach, Pinnacle has introduced the following three Wealth Collaboration™ programs specifically designed for CPAs:

The Professional Planning Coordination Program™ for CPAs.

The PPC Program™ provides specialized training, collaborative platforms, and valuable resources to seamlessly integrate tax and business expertise into comprehensive wealth management. CPAs participating in the program gain insights into complex financial landscapes, enhancing their ability to address clients' needs in areas such as business planning, tax planning, risk mitigation, and asset protection. Through this collaborative framework, CPAs become integral members of their clients wealth management team, contributing their legal and tax expertise to shape resilient and tax sound wealth management plans. The program not only empowers CPAs to expand their services but also positions them as leaders in the ever-evolving landscape of wealth management.
The Pinnacle Advisor™ Program for CPAs

The Pinnacle Advisor™ Program offers CPAs a strategic partnership opportunity, representing a significant advancement from the PPC program™. This innovative initiative serves as a Wealth Collaboration™ platform for CPAs to effortlessly incorporate comprehensive wealth management services into their practice.
The Pinnacle Promotor for CPAs

The Pinnacle Promoter for CPAs provides a revenue stream for referring clients to Pinnacle’s Wealth Management or Trust Management Services.

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Pinnacle relentlessly pursues excellence in its Wealth Management and Trust Services. A pivotal measure to enhance planning services is the formal invitation extended to Attorneys to join their clients planning table. In line with this innovation, Pinnacle has crafted a dedicated Wealth Collaboration™ program for Attorneys:

The Professional Planning Coordination Program™ for Attorneys.

The PPC Program™ provides specialized training, collaborative platforms, and valuable resources to seamlessly integrate legal and tax expertise into comprehensive wealth management. Attorneys participating in the program gain insights into complex financial landscapes, enhancing their ability to address clients' needs in areas such as estate planning, tax planning, risk mitigation, and asset protection. Through this collaborative framework, attorneys become integral members of their clients wealth management team, contributing their legal and tax expertise to shape resilient and legally sound wealth management plans. The program not only empowers attorneys to expand their services but also positions them as leaders in the ever-evolving landscape of wealth management.

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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 and Attorneys to the planning table. With this innovation in mind, Pinnacle has developed the following two programs for CPAs and Attorneys:

The Professional Planning Coordination Program for CPAs

Pinnacle is in constant pursuit of excellence with its Wealth Management Services, Trust Administration and
The Professional Planning Coordination Program for Attorneys

Pinnacle is in constant pursuit of excellence with its Wealth Management Services, Trust Administration and
The Pinnacle Co-Advisor Program for CPAs

Pinnacle is in constant pursuit of excellence with its Wealth Management Services, Trust Administration and
The Pinnacle Promotor for CPAs

Pinnacle is in constant pursuit of excellence with its Wealth Management Services, Trust Administration and

Schedule a Call Download our eBook

Wealth Collaboration™ Brochure for Professionals

PinnacleAdvisors

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Wealth Collaboration™ Brochure for Professionals

PinnacleAdvisors