Our Philosophy

Desert Arizona

We know that every person we meet has his or her own unique mix of goals, needs and preferences. That’s why we never take a cookie-cutter approach to investment advice. You are an individual, so you deserve a customized investment strategy that fits your lifestyle.

This client-focused philosophy extends to everything we do as a firm. You’ll always have personal, direct access to us—no voice-automated assistance. Anytime you want a face-to-face meeting, we’ll be there for you. In addition, you’ll have 24/7 online access to account statements and progress reports, as well as website access to market updates and economic activity reports.

We manage your assets using the modern portfolio theory, which involves carefully chosen proportions of five major asset classes to balance risk and return according to your personal preferences. The asset classes are large cap, mid cap, small cap, international and fixed income.

We make tactical investment decisions based on economic trends, the macroeconomic environment (global forecasts), the geopolitical climate and the movements of the Federal Reserve. We help to manage risk through insurance and protection products that cover unexpected developments and help to ensure you achieve the lifetime goals you have for your money.

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.