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Schwab Alliance

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Pinnacle Peak Private Client Group

Call (480) 771-4301

Pinnacle Peak Private Client Group is committed to the highest standards of customer service.

Our Clients

Individuals and Families

Individual and Families

No matter what stage in life you are in or what your investment goals are, we will help you find the right portfolio of investments to help bring financial peace of mind…
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Business Owners

We utilize our expertise and years of experience through the ups and downs of the financial industry to help owners grow and protect their businesses…
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Trusts, Estates or Charitable Organizations

We work with trustees, estate managers and charitable organizations to set up programs that will help to provide the maximum return on investment…
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Pinnacle Peak Private Client Group Pension Clients

Pension and Profit-Sharing Plans

We work with plan sponsors to establish, monitor and regularly review plans and their associated programs…
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Our Services

Comprehensive Portfolio Management

Our asset management and financial planning services help you reach your dreams and desires for your money through an investment approach that is tailor-made to your unique lifestyle and preferences…
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Financial Planning and Consulting

For clients who don’t need comprehensive portfolio management, we offer a variety of stand-alone financial planning and consulting services…
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Retirement Plan Consulting

Our retirement plan consulting services help employer plan sponsors establish, monitor and review their companies’ participant-driven retirement plans…
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Pinnacle Peak Private Client Group Pension Clients

Beyond Investments

We believe it is important that you know how your investments work and how a particular mix of products can help to meet your specific performance goals for your money…
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pinnacle peak private client group

The Pinnacle Peak Private Client Group Team
With decades of combined experience in financial services and a focus on transparency, integrity, low costs and open lines of communication, Pinnacle Peak Private Client Group can help you make successful investment choices to reach your unique financial goals.

We operate in an open architecture environment, which means you’ll have access to a full range of investment options. Our team helps to optimize those choices for you by carefully and meticulously matching your investment style and performance goals with the right products, then we work hard to keep your investments well-balanced and safe throughout their lifecycle.

In everything we do at Pinnacle Peak Private Client Group, our team strives to take care of your hard-earned money as if it were our own.
Registered Investment Advisors (“RIAs”), like Pinnacle Peak Private Client Group, belong to one of the fastest-growing segments of the financial services industry, yet many investors do not understand the unique benefits of working with an RIA. One of our custodians, Charles Schwab, has developed a campaign to help describe the benefits of working with an RIA.  Learn More →
18867 N Thompson Peak Pkwy, Suite 225
Scottsdale, AZ 85255
Phone: (480) 771-4301
Fax: (480) 771-4305
Check the background of this firm on FINRA's BrokerCheck.

Custody services and other brokerage services provided to clients of Pinnacle Peak Private Client Group, LLC are offered by Schwab Advisor Services, Division of Charles Schwab & Co. Inc. member FINRA/SIPC.
Pinnacle Peak Private Client Group, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Pinnacle Peak Private Client Group, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Pinnacle Peak Private Client Group, LLC unless a client service agreement is in place.

Copyright © 2019 Pinnacle Peak Private Client Group