Why You Should Use Checklists In Financial Planning
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.”
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
“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
An award-winning, nationally-ranked firm
We’ve received a host of industry and consumer awards. Pinnacle is on the cutting edge of private wealth management, and we’re grateful that others in the profession have recognized our hard work.
100% Fee-based service
We don’t sell insurance, mutual funds, or other commissions-based products, nor do we receive kickbacks for referring clients to them. Our services are entirely fee-based and strive to be free from any conflicts of interest.
As featured in
