Our Clients

Pinnacle Peak Private Client Group provides asset management and investment consulting services for a wide range of clients. In every interaction, our goal is to help our clients meet their unique financial goals while remaining sensitive to risk tolerance and time horizons (the length of time a particular investment continues before being liquidated). Our clients include:
Individuals and Families

Individuals 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, live the life you want to live and prepare you and your loved ones for the years ahead. Whether your interest is in wealth building, taking care of others after your death or anything in between, we are here to help you realize your hopes and dreams.

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 while optimizing their efficiency and productivity. Furthermore, we help to choose and manage financial products that will enable businesses to attract and retain a well-qualified workforce.
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. We help to create an equitable balance between the costs of plans to their sponsors and their benefits to participants.

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 while protecting funds in the long term. Whenever attorneys, tax experts and other professionals are needed, we collaborate with them on behalf of our clients.

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.