Pinnacle Peak Private Client Group is a Registered Investment Advisor (RIA). As such, we belong to one of the fastest-growing segments of the financial services industry. However, many investors are not familiar with the unique benefits of working with an RIA.
One of our custodians, Charles Schwab, has developed a campaign to help describe these benefits. To learn more about RIAs and how they can benefit you and your investments, take a look at the materials below.