Pinnacle Peak Private Client Group

Overview

Pinnacle Peak Private Client Group launched in 2016 and operates as an independent registered investment advisor in Scottsdale, Arizona. The firm publicly binds itself to a fiduciary standard, describing its model as one where the advisor and client occupy the same side of the table on every investment decision. Its stated client base spans individuals, families, business owners, trusts, estates, and charitable entities, alongside pension and profit-sharing plan sponsors. The firm’s service set runs across comprehensive portfolio management, financial planning, and retirement plan consulting. Pinnacle Peak does not disclose a proprietary fund lineup; its web presence frames advisory as a persistent, active relationship rather than a product-shelf distribution. The geographic footprint is concentrated in Arizona, with the Scottsdale office serving as the single publicly listed location. Team size and total assets under management are not publicly disclosed. In a dated operational move, the firm acquired Insight Benefit Counselors — an advisory practice specialized in federal employee retirement benefits — extending its service perimeter into Thrift Savings Plan guidance and FERS annuity counseling for civilian federal workers. Pinnacle Peak’s structural differentiator is the dual-track RIA model: broad retail high-net-worth advice combined with a narrow, acquired federal-benefits practice. That setup places it across two distinct procurement channels — standard wealth-management referrals and federal-employee benefits reviews — a configuration uncommon among small-plain Arizona RIAs.