Pinnacle Wealth Advisors

Pinnacle Wealth Advisors is a boutique wealth management firm that provides personalized financial planning, investment management, and estate planning services to high-net-worth individuals (HNWIs) and families. Founded in 2019, the firm has quickly established itself as a trusted advisor in managing complex financial portfolios and safeguarding generational wealth. Headquartered in a prominent financial district, Pinnacle Wealth Advisors operates with a team of 60 certified financial planners, investment advisors, and tax specialists.

The company was founded by Sarah Collins, a renowned financial planner with over two decades of experience in wealth management. Her goal in establishing Pinnacle Wealth Advisors was to offer a client-first approach, focusing on long-term financial health, risk management, and bespoke investment strategies. The firm provides services such as retirement planning, tax-efficient investment strategies, estate planning, and philanthropic advisory.

Pinnacle Wealth Advisors is particularly known for its Comprehensive Wealth Blueprint, a service that integrates financial planning, tax optimization, and legacy management tailored to the unique needs of HNWIs. In 2023, the firm advised clients with combined assets exceeding $750 million, helping them achieve sustainable growth while minimizing tax liabilities through customized portfolio management.

With a client satisfaction rate of over 95%, Pinnacle Wealth Advisors continues to expand its influence, particularly among clients seeking sophisticated wealth preservation and transfer strategies. The firm’s core values—trust, transparency, and excellence—are central to its mission of building enduring relationships with clients. Moving forward, Pinnacle Wealth Advisors plans to expand its services to include impact investing and digital wealth management platforms, further enhancing its value proposition to the next generation of investors.