Be SmarterWe're evolving the industry by challenging the status quo. Here's how:
We take the time to get to know each of our clients. This very personal approach results in high quality service and meaningful investment strategies.
RUN BY REAL PEOPLE
We are more than a "robo-advisor." We are human beings. This means when you have a question, concern or want to make a change, we're here to walk you through difficulties and help you know what to do.
Traditional investment firms charge high fees and often utilize expensive investment vehicles. This means less money in your pockets. As a way to encourage first-time investors, our initial fee structure includes ZERO basis points for your first $10,000 investment and only .85 points up to 100K.
When you open an account with us, you will have access to our industry leading software program to view your investment portfolio. You can login 24/7 to view your funds and asset allocation.
Customized for YouWe believe the best investment strategy is the one specifically tailored for you. Get me in touch with
the Pinnacle Team
SMARTER INVESTMENT SERVICES
Stocks, mutual funds, bonds, international markets, ETF's
Financial roadmaps and full financial planning
Personal and business insurance strategies
Real estate investing: northwest real estate markets
Let's Grow Together
$250 - $10,000
$10,000 - $100,000