Who We Serve

Our clients typically have a net worth in excess of $5,000,000 million. They are entrepreneurs, entertainment personalities, professional athletes, successful business owners, and business professionals. They understand the value of what we offer and desire a level of service that makes their problem, our problem. Their lifestyle and correlated time restraints requires them to rely on others and they expect their advisors will handle their affairs ethically and with their best interests in mind. At PINNACLE, we understand our clients, their needs, and their expectations.