Pinnacle Peak PCG has acquired Insight Benefit Counselors
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Federal Employee Benefit Counseling

Pinnacle Peak Private Client Group has acquired Insight Benefit Counselors (IBC). IBC provided educational services that help active and retired federal employees get answers and information related to Thrift Savings Plans (TSP) and other retirement options. You can find out more information, or if you are a federal employee, visit Peak Insights for Federal Employees.

Other Professional Services
Pinnacle Peak Professional Services
In addition to the services we provide directly, Pinnacle Peak Private Client Group has a well-developed network of professionals who can help you achieve your goals at all stages of your investment lifecycle. These business associates include CPA’s/tax planners, insurance planners, estate and trust attorneys and many others.
Please feel free to contact us if you would like assistance or a referral for these services.

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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 the SEC  Independent Advisor Public Disclosure website.

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.

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