Our Process

Desert Road


We follow a three-step process that helps us thoroughly understand your needs and goals, while giving you the opportunity to get to know us and how we work. We’re there for you anytime you need us to answer your questions and provide the support and information you require to make decisions. We believe communication is the key to a long-term, positive relationship.

Step 1. We sit down with you to gather your pertinent financial information and discuss your life goals, as well as how you want your money to work to reach those goals. We consider this a critical step in the process because the better we know you, the better we can provide personalized service to you.

Step 2. We do a thorough review of our initial conversation with you and begin to assemble a plan. At this point, we utilize our sophisticated financial planning software to help us identify the investments that match your personal investment style while getting you to your financial goals as quickly and efficiently as possible.

Step 3. We meet with you again, this time to present a full report of your portfolio assets and goals. We give you our recommendations and work with you to develop a detailed plan of action, with prioritized goals and a list of tasks required to reach those goals. Afterward, we will discuss your expectations for our relationship moving forward, including frequency of future meetings and other contacts.

Note that during steps 1 and 2, you are under no obligation to do business with us. These are complimentary activities that help us provide you with a thorough, personalized investment analysis and plan. It is only during step 3 that, should you choose to do so, you will contract with us to provide investment services.

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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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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.