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Pinnacle Peak Private Client Group is an RIA.

RIAPinnacle Peak Private Client Group is a Registered Investment Advisor (RIA). As such, we belong to one of the fastest-growing segments of the financial services industry. However, many investors are not familiar with the unique benefits of working with an RIA.

One of our custodians, Charles Schwab, has developed a campaign to help describe these benefits. To learn more about RIAs and how they can benefit you and your investments, take a look at the materials below.

Learn More about Registered Independent Advisors

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Five key benefits of independent Registered Investment Advisors

The right investment advisor does the right thing for you.

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A different kind of relationship

Independent Registered Investment Advisors provide a variety of services to their clients.

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How do I choose the right advisor?

Important questions to ask before you hire an investment advisor.

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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
Check the background of this firm on FINRA's BrokerCheck.

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.

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