Wealth Collaboration
for Advisors
Redefining Comprehensive Planning
The Pinnacle Co-Advisor Program designed to benefit CPAs
Introducing the Pinnacle Advisor Program, a sophisticated planning coordination service that empowers CPAs to enhance their wealth management services. This program offers the expertise of our Wealth Management Team to benefit you.
Family-Owned and Operated:
Access Comprehensive Wealth Management and Trust Administration services delivered by qualified and experienced Fiduciaries.
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 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.
Why Should You Become Your Clients' Pinnacle Advisor?
You have the power to elevate and distinguish your practice by actively participating in your clients' wealth management journey. Your clients will develop a strong preference for you, their trusted advisor, to serve as their Co-Wealth Planner in their financial journey.
The Pinnacle Advisor Program is a collaborative Wealth Planning service. By becoming an RIA and Co-Advisor with Pinnacle, you'll actively engage in your clients' Wealth Management meetings and efficiently handle assigned tax work with confidence and clarity.
Offering the Pinnacle Co-Advisor program to your top-tier clients strengthens your personal and professional relationships, reinforcing your role as a primary advisor to both your clients and their families.
Your commitment is minimal—attend Wealth Management meetings and complete the assigned action items as the client's CPA.
This program generates ongoing income while providing your clients with the advisory support they need, ensuring you are an integral part of their Wealth Management team.
Pinnacle compensates you with 30% of the clients' Wealth Management fees for your role as a Co-Advisor on the team. The Pinnacle Co-Advisor Program is also a valuable source of new client referrals, stemming from both existing clients and new professional relationships.
If you aspire to be an extraordinary advisor, capable of guiding your clients in new and unexpected directions, this program empowers you to break free from the confines of the traditional CPA role. In today's complex and evolving financial landscape, everyone can benefit from a dedicated financial advisor; one who ensures that every concern is covered to provide peace of mind.
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 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.
