
Wealth Pinnacle is a Registered Investment Adviser (RIA), but not a stock broker or hedge fund. There are many
advantages to using a Registered Investment Adviser instead of the Wall Street firms or bad banks, including:
* No sales commissions paid to Wealth Pinnacle (we're not selling products)
* Low asset-based fee for independent investment advice & portfolio management
* Fiduciary duty to clients. Your goals come first, every time.
* Clients' money is with a secure financial institution - national brokerage firms provide ASSET CUSTODY
* Complete & direct access to account information online, by phone and by mail
* Professional investment management by Wealth Pinnacle Inc.
* Chartered Financial Analyst, MBA, Bachelor's in Finance
* Over a decade of experience as an investment manager
* Independent & flexible solutions and fees
* Brokerage products & services provided by NATIONAL BROKERAGE FIRMS
We believe that the Registered Investment Adviser model is better for our clients. RIAs have a fiduciary duty always
to put their clients' best interests ahead of their own, and the freedom to offer only the solutions that help our clients
achieve their dreams.


Registered Investment Adviser (RIA)
Wealth Pinnacle Inc.
Copyright ©2007-11 Wealth Pinnacle Inc. All rights reserved.
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Independent Advice. Personal Service.
Registered Investment Adviser
Estate Planning
Phone: (310) 383-5341
Phone: (310) 383-5341