About Us

At Pinnacle Peak Private Client Group, we believe that a strong and active relationship between adviser and client is the key to success for financial investing. We think of every client as a part of our family, and we manage your financial resources as if we were investing our own hard-earned money.

That means we sit on the same side of the table with you, always putting you first whenever we make investment decisions related to your money. It also means we never take a passive approach to your investments. Instead, we stay actively involved with you, keeping you informed about the progress of your investments and encouraging you to reach your goals as you strive toward financial freedom.

Why do we do this? The answer is simple: Trust. From the beginning, we work hard earn your trust and then to keep it strong with every interaction, every phone call, every meeting—through the ups and downs of life, and everything in between. It is an honor to have our clients put their trust in us, and it is a privilege we will never take for granted.

Our Team

Our real-world experience and dedication to our clients set us apart…
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Our Philosophy

Our personalized approach to client service begins the moment we meet…
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The RIA Advantage

Discover the difference with a Registered Investment Advisor…
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Contact Us

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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
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.