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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. 

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O U R   A P P R O A C H

Process

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.

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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:

 

  • 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).

 

  • Incorporating equity awards (such as stock option grants or restricted stock) into a long-term wealth strategy.

  • 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.  

  • Giving due consideration to hard asset investments, such as real estate, as part of portfolio planning strategy.

  • 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

People

Pinnacle Portfolio Advisors, LLC uses Charles Schwab & Co, Inc. for custodian services.

C O N T A C T

Contact

CONTACT

Phone: (208) 813-3181

Email: info@pinnacleportfolio.com

 

1525 S David Lane

Boise, ID 83705

Disclosure

WARRANTIES & DISCLAIMERS

 

There are no warranties implied.

 

Pinnacle Portfolio Advisors, LLC is a registered investment adviser located in Boise, Idaho.  Pinnacle Portfolio Advisors, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Pinnacle Portfolio Advisors, LLC's website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Pinnacle Portfolio Advisors, LLC web site on the Internet should not be construed by any consumer and/or prospective client as Pinnacle Portfolio Advisors, LLC's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Pinnacle Portfolio Advisors, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Pinnacle Portfolio Advisors, LLC, please contact the state securities regulators for those states in which Pinnacle Portfolio Advisors, LLC maintains a registration filing. A copy of Pinnacle Portfolio Advisors, LLC's current written disclosure statement discussing Pinnacle Portfolio Advisors, LLC's business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Pinnacle Portfolio Advisors, LLC upon written request. Pinnacle Portfolio Advisors, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Pinnacle Portfolio Advisors, LLC's website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

 

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

 

 

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