Our Partners


Employee Benefit Counseling

Insight Benefit Counselors is an educational service that helps active and retired federal employees get answers and information related to thrift savings plans and various retirement options. If you or someone you know is a federal employee, feel free to visit the Insight Benefit Counselors website for information.

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.

Please note that Insight Benefit Counselors (IBC) is directly owned by Pinnacle Peak Private Client Group, but does not solicit clients to utilize the services of IBC or any of the other professional service providers it may refer clients to.

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.