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Schwab Alliance

Beyond Investments

roadsWe believe it is important that you know how your investments work and how a particular mix of products can help to meet your specific performance goals for your money. That is why, in addition to our investment services, we provide education and assistance with:

  • Identifying your individual risk tolerance and market time horizon to maximize the performance of your investments and align with your expectations and needs.
  • Making choices that are right for you among all the investment options.
  • Proper goal-setting and reaching those goals.
  • Assigning assets to goals.
  • Investing properly in an open-architecture platform.
  • Protecting yourself from the ups and downs of the market with techniques such as a well-defined sell-side discipline.
  • Using risk-management products—such as life insurance, long-term care, and living and death benefits on variable annuities—to protect you from the unexpected.
  • Utilizing exchange-traded funds (ETFs) effectively.
  • Timing investment in mutual funds properly.
  • Timing investment in stocks and the stock market properly.
  • Selecting stocks.
  • Using and funding a trust.
  • And more.

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.

Copyright © 2019 Pinnacle Peak Private Client Group