Integrated Tax, Wealth & Estate Planning

One Strategy for Taxes, Wealth & Legacy—Simplify Complexity with the Pinnacle Program

Many financial conversations and strategic decisions happen in silos. Taxes are discussed with your CPA in one phone call. Wealth management happens in another meeting with your financial advisor. And estate planning occurs in yet another conversation.

Each of your advisors may give you great advice. But when they aren’t aligned, the burden of coordination and aligning the full picture of your financial legacy falls on you. That means missed opportunities.

Managing your wealth and tax liability shouldn’t feel fragmented. The Pinnacle Program unites tax and wealth insight under one coordinated plan so you reduce tax exposure, protect your estate and grow wealth without the stress. No more juggling multiple advisors and no more conflicting advice.

About the Pinnacle Program

Pinnacle is designed for individuals with $1M+ in investable assets who want a fully integrated approach to wealth, tax, estate and long-term financial planning.

Your CPA and wealth consultant collaborate with you in real time throughout the year. This comprehensive service model ensures every aspect of your tax strategy, estate planning and financial planning is perfectly aligned, leaving no detail overlooked.

What you gain from integrated advisor collaboration through Pinnacle

• Complimentary comprehensive tax planning, personal return preparation and filing
• Optimized taxation through proactive planning
• Estate plan review, including wills and trusts, to protect your legacy
• Integrated portfolio and retirement income strategy for long-term security

Proactive review meetings with your integrated team include: