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Pinnacle Advisor Solutions

Pinnacle Advisor Solutions (PAS) is a division of Pinnacle Advisory Group, one of the leading wealth management firms in the nation, managing more than $2 Billion for more than 1,100 families worldwide. The firm partners with a limited number of qualified independent wealth management firms around the country to support their investment, client service, marketing and business practices to ensure best-in-class service to their clients. By pooling resources, we can assure clients that we are delivering premier risk-managed investment services while also relieving the firm of the busywork that too often keeps advisors from spending more time with clients. Pinnacle Advisor Solutions provides Mountain PEAK with a dedicated back office staff that allows us to spend more time with our clients.

Charles Schwab

Through its Schwab Advisor Services division, Charles Schwab is a leading custodian for independent investment advisors. Schwab provides important third-party custodial services such as monthly activity and valuation statements, tax reporting, distributions and other servicing functions.