Work with the sharpest mind in wealth management.
With Michael Kitces as both a partner and Director of Financial Planning Research, Pinnacle clients benefit from his cutting edge work long before the rest of the industry. Our individual Wealth Managers 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."
"A major force in the planning profession… Kitces has been at the forefront of the evolution of financial planning."
"Michael Kitces has become the profession’s most reliable commentator on complex financial planning issues."
“In Michael Kitces… the industry has its intellectual. Kitces thinks deeper than most people about a wide range of topics in this field.”
Financial Planning Magazine
A financial advisor with integrity
An award-winning, nationally-ranked firm
We've received a host of industry and consumer awards. While we're grateful for the recognition, we're even more proud that our client retention rate has averaged over 98% for the past ten years.