Pinnacle Peak Private Client Group provides comprehensive portfolio management, financial planning, and consulting services. The firm helps clients align their investments with personal financial goals while keeping risk tolerance and time horizons in mind. Pinnacle Peak Private Client Group offers comprehensive portfolio management exclusively through wrapped accounts. Standalone financial planning and consulting services cover retirement planning, estate planning, tax planning, education funding, real estate analysis, insurance evaluation, and debt analysis. Additionally, the firm offers retirement plan consulting to employer plan sponsors. Representatives of the firm may also offer insurance products separately.
Fee Structure
Pinnacle Peak Private Client Group offers comprehensive portfolio management through wrapped accounts only. Please refer to their separate wrap fee program brochure for complete details on investment management fees.