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Schwab Alliance

Disclosures

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.

Pinnacle Peak Private Client Group, LLC provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Pinnacle Peak Private Client Group, LLC is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

General Notice to Users: While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm on our website or social media platforms is strictly forbidden under current securities laws.

All electronic messages sent to or from this address will be received or otherwise recorded by Pinnacle Peak Private Client Group, LLC corporate e-mail system and is subject to archival, monitoring or review by and/or disclosure to someone other than the sender and the recipient. Subject to the foregoing, the contents of this electronic message, including any attachments, are intended solely for the use of the individual or entity to which they are addressed and may contain confidential, proprietary and/or legally privileged information.

If you are not the intended recipient, any use, dissemination, distribution, or copying by you of this message or any attachments is strictly prohibited. If you have received this message in error, please notify the sender immediately by replying to this message and delete the message, including any attachments, from your system.

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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
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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