Pinnacle Advisor Solutions – Support for the independent Advisor – offers business solutions to advisors looking to grow their business without having to forfeit their independence. Take advantage of our tools and insights to help free up valuable time, so you can focus on growing your business.
Are you an advisor and would like to scale up your practice, keep your independence, spend more time with clients?
Do you want to ensure your clients are cared for if something unexpected were to happen?
The Sharpest Mind in Wealth Management
With Michael Kitces as both a partner and Director of Wealth Management, you and your clients will benefit from his cutting edge work long before the rest of the industry. Our advisors use his research to guide their own planning, and consult with him directly when a client is facing an unusual financial problem.
“Michael Kitces is the universally-acknowledged brainiac of the financial planning world, touching tens of thousands of clients as he educates thousands of advisors each year.”
Forbes
“A major force in the planning profession… Kitces has been at the forefront of the evolution of financial planning.”
Investment News
“Michael Kitces has become the profession’s most reliable commentator on complex financial planning issues.”
Inside Information
Pinnacle is on the cutting edge of private wealth management, and we’re grateful that others in the profession have recognized our hard work.
