Financial Planning

jengaAt Pinnacle Peak Private Client Group, we strive to create a client experience that is second to none. But we’re not just about highly personalized service and long-term relationships. We also provide proven investment advice and support that have been honed over decades of work in the financial services industry. Our services include:

  • Wealth accumulation
  • 529s/Education planning
  • Defined benefit and distribution planning
  • Estate planning
  • Insurance and annuities

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.

Securities offered through BCG Securities, Member FINRA/SIPC. Headquartered at 51 Haddonfield Rd Suite 210 Cherry Hill, NJ 08002. BCG Securities and Pinnacle Peak Private Client Group are not affiliated companies.
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.