Pinnacle Peak Wealth Management

Pinnacle Peak Wealth Management is an independent, single-advisor registered investment adviser serving individuals and high‑net‑worth individuals with financial planning and portfolio management. The firm offers both broad-based and modular planning on topics such as retirement, tax strategies, education funding, estate and divorce planning, plus investment consultation and ongoing supervision of client accounts totaling about $31.2 million across 23 clients.

Engagements begin with an initial interview and result in a written financial plan and customized investment guidelines; scheduled portfolio reviews are conducted at least quarterly and clients retain discretion over implementation choices. Investment management is grounded in Modern Portfolio Theory with fundamental analysis, using diversified allocations to domestic and international equities, fixed income, mutual funds, ETFs and individual equities, and most assets are managed on a discretionary basis.

Notable features disclosed in the brochure include offering financial planning sessions without a separate charge and maintaining a relatively small client roster with a higher average account size, which differs from the typical non‑HNW focus of many solo independent advisers. The firm also documents a custodial arrangement that channels accounts through a recommended custodian with its order‑routing practices, prepares its own quarterly performance reports, and is temporarily dually registered to facilitate client transitions.