EZ Feature Top #1

This is Dynamik Widget Area. You can add content to this area by going to Appearance > Widgets in your WordPress Dashboard and adding new widgets to this area.

Call (480) 771-4301

Pinnacle Peak Private Client Group is committed to the highest standards of customer service.

Our Clients

someone

Individuals and Families

No matter what stage in life you are in or what your investment goals are, we will help you find the right portfolio of investments to help bring financial peace of mind…
Learn More →


someone

Corporations, Limited Liability Companies and Other Business Types

We utilize our expertise and years of experience through the ups and downs of the financial industry to help owners grow and protect their businesses…
Learn More →


someone

Trusts, Estates or Charitable Organizations

We work with trustees, estate managers and charitable organizations to set up programs that will help to provide the maximum return on investment…
Learn More →


someone

Pension and Profit-Sharing Plans

We work with plan sponsors to establish, monitor and regularly review plans and their associated programs…
Learn More →

Our Services

someone

Comprehensive Portfolio Management

Our asset management and financial planning services help you reach your dreams and desires for your money through an investment approach that is tailor-made to your unique lifestyle and preferences…
Learn More →

someone

Financial Planning and Consulting

For clients who don’t need comprehensive portfolio management, we offer a variety of stand-alone financial planning and consulting services…
Learn More →

Retirement Couple

Retirement Plan Consulting

Our retirement plan consulting services help employer plan sponsors establish, monitor and review their companies’ participant-driven retirement plans…
Learn More →

Man

Beyond Investments

We 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…
Learn More →

Pinnacle Peak Private Client Group

Pinnacle Peak

With decades of combined experience in financial services and a client-first policy that puts the focus on transparency, integrity, low costs and open lines of communication, Pinnacle Peak Private Client Group can help you make successful investment choices to reach your unique financial goals.

We operate in an open architecture environment, which means you’ll have access to the full range of investment options. Our team helps to optimize those choices for you by carefully and meticulously matching your investment style and performance goals with the right products, then we work hard to keep your investments well-balanced and safe throughout their lifecycle.

In everything we do at Pinnacle Peak Private Client Group, we strive to take care of your hard-earned money as if it were our own.