Why
Pinnacle

Be Smarter

We're evolving the industry by challenging the status quo. Here's how:

CUSTOMIZED INVESTING

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.

LOWER FEES

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.

TECHNOLOGY DRIVEN

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.

Personalized
Investment
Strategies

Customized for You

We believe the best investment strategy is the one specifically tailored for you. Get me in touch with
the Pinnacle Team

SMARTER INVESTMENT SERVICES


01.

Stocks, mutual funds, bonds, international markets, ETF's

02.

Financial roadmaps and full financial planning

03.

Personal and business insurance strategies

04.

Real estate investing: northwest real estate markets

Let's Grow Together

THE START

$250 - $10,000

Talk to us any time. You have access to world class financial advice every step.

We’ll help you complete your financial roadmap, a checklist to make sure you’re on your way.

Set up your investment account. We’ll find the right investments unique to you.

We’ll make sure you’re maximizing your 401K at work, too.

Only $250 to open your account First $10,000 zero management fees. Nada, Zilch.

Minimum $50 per month auto-contribution. Pay yourself first.

THE CLIMB

$10,000 - $100,000

Keep talking with us. We’ve got your back

We’ll make sure your financial roadmap grows with you.

We continue to moniter and evolve your investment portfolio and 401K plan.

Only .85% fees.

*Applies to new clients who start with less than $10,000

THE MOMENTUM

$100,000+

It’s time for full financial planning using our industry leading software program.

You’ll get extended asset management including tax efficient investment strategies.

We can begin to consider adding alternative investments to diversify your portfolio.

We’ll connect you with our professional network to maximize your financial future.

It’s time for a full time financial planning team in your corner.