Private Wealth Management
Client-centered custom portfolios and investment planning
W H A T
WE DO
FOCUS
We’re a boutique Registered Investment Advisor (RIA) specializing in custom portfolio design, income strategies, and tax-sensitive investing. We also work closely with our clients’ estate attorneys and tax advisors to plan for long-term retirement and estate strategies.
We believe that people’s goals for their money are as unique as they are. Our mission is to provide our clients with the expertise they need to help them assess their investment objectives as well as to plan, manage, protect, and use their money in the way that works best for them.
H O W
WE WORK
CLIENT CENTERED
We’re a relationship-centric company, and we love our clients. In fact, we consider getting to know them and their families to be one of the most important and joyful elements of this work. With this approach, we’re able to create custom investment mixes targeted to everyone’s individual financial situation, risk profile, personal needs, and life stage.
WHOLISTIC APPROACH
We take a wholistic perspective on assessing our clients’ financial goals and objectives, taking their personal values and priorities into account when developing investment plans. We believe this helps our clients navigate complex situations incorporating multiple asset classes in a way that can align with their goals. We also offer a variety of services that we believe can help clients streamline their financial planning.
SERVICE ORIENTED
We are committed to professional standards and friendly, efficient, high-touch customer service that makes working with us a pleasure.
W H O
WE SERVE
CLIENTS
Our clients are business executives and business owners/partners in the technology & professional services sectors, as well as families managing the intergenerational wealth.
O U R A P P R O A C H
PROCESS
Our process includes a detailed onboarding assessment of a clients’ overall financial picture, investment objectives, taxes, and retirement goals as well as any plans created with other financial professionals such as estate attorneys and CPA’s. We then design a custom investment portfolio and set objectives for regular updates to ensure that our investment strategy stays up to date with changing client needs.
INVESTMENT STRATEGIES
Pinnacle Portfolio Advisors, LLC provides wealth management services including financial planning and investment advice. All our portfolios help clients build an investment mix targeted to their specific financial situation, risk profile, personal needs, and life stage.
Our approach to investing focuses on long term stability and growth. We continually look for both value and opportunity across client portfolios, while also incorporating specialty fixed income assets as appropriate. Examples include:
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Identifying tax-advantaged, income-generating investments that support both financial goals (such as saving for retirement, funding a college savings plan, or diversifying large concentrated positions) and lifestyle objectives (such as a vacation home purchase, mortgage payoff, or specialty savings fund).
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Incorporating equity awards (such as stock option grants or restricted stock) into a long-term wealth strategy.
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Building portfolios that target long-term growth and current income. These may include (but are not limited to) a variety of investment vehicles such as diverse equities, bonds/fixed income, ETFs, CDs, life insurance, loans, and trusts.
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Giving due consideration to hard asset investments, such as real estate, as part of portfolio planning strategy.
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Working with families, along with their estate attorney and tax advisor teams, to incorporate inherited assets into our portfolio designs and plan for long-term estate strategies.
O U R P E O P L E
Pinnacle Portfolio Advisors, LLC uses Charles Schwab & Co, Inc. for custodian services.
