Wealth Collaboration™ for Professionals
Our Clients
We work closely with primary advisors and other professionals to offer truly comprehensive service to our clients.
Pinnacle Advisors
Pinnacle offers substantial support to CPAs and attorneys, requiring minimal commitment on their part. Actively participating in their clients' Wealth Management, Pinnacle provides flexibility in our fee schedule, allowing CPAs or Attorneys to seize income opportunities. These professionals can strengthen relationships with top-tier clients and generate new referrals by leveraging our invaluable resources. We provide a collaborative platform and conduct meetings to facilitate seamless collaboration.
CPAs
Rest assured, as the primary coordinator, you'll attend your clients' Wealth Management meetings and handle the designated tax work.
Attorneys
Provide your clients with round-the-clock access to their personal and financial information, including essential legal and tax documents.
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Our Clients
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CPAs
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Attorneys
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Pinnacle Advisors
Reimagining Comprehensive Solutions
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 programs
for CPAs and Attorneys:
The Professional Planning Coordination Program for CPAs
The Professional Planning Coordination Program for Attorneys
The Pinnacle Co-Advisor Program for CPAs
The Pinnacle Promotor Program for CPAs
These programs offer a modern approach to planning coordination that empowers professionals to offer comprehensive wealth management and trust administration services with support and confidence.
Why Join the Table?
Set yourself apart by providing one of Pinnacle’s Wealth Collaboration Programs, that your clients are looking for, where you participate on their wealth management team as their trusted advisor.
Elevate Your Practice
Strengthen Client Relationships: Enhance your personal and professional ties with your top clients while positioning yourself as a go-to advisor for them and their families.
Minimal Time Commitment: Coordinate and attend your clients' Wealth Management, Trust and Estate meetings and address assigned tax and legal work with ease, thanks to our streamlined processes.
Premium Income Potential: Generate recurring income while ensuring your clients receive the collaborative financial support they need and desire.
Fee Flexibility: Clients can conveniently cover annual fees or hourly charges using Pinnacle's 25% fee reduction, a significant benefit for all Collaborative Planning Program clients.
Access New Opportunities: Expand your reach by receiving referrals from existing clients and establishing relationships with new professional contacts.
