Tanner Welch

Wealth Manager

About Tanner Welch

Tanner Welch is a Wealth Manager who shares Pinnacle Peak Private Client Group's values in seeking to maintain transparent and ongoing communication with clients. Tanner chose Pinnacle Peak Private Client Group to better serve clients as part of a registered investment advisor (RIA) firm. Tanner believes doing the right thing for clients means looking at more than just their financial goals, it also means understanding the vision clients hold for themselves and dreams for their families across generations.

Tanner’s perspectives come from the years he has worked in and around the industry directly, and from the years of experiences he had growing up with his mother working at Merrill Lynch for over 20 years. A part of Tanner’s motivation comes from witnessing the struggles families may face when challenged with adversity and difficult financial decisions. Tanner believes in building long-lasting and meaningful relationships and working hard to ensure clients are ready for the future.

Tanner has previously worked as a Relationship Banker for JPMorgan Chase & Co. He has also worked as a Financial Advisor and Personal Investment Advisor for Merrill Lynch Wealth Management, Bank of America Corporation. Tanner graduated from Arizona State University (ASU), is a member of Delta Sigma Phi, and the Co-Founder of Capital Investors Association.

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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
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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.