Attention to Detail
Our diversely experienced team is extremely detail oriented. We have invested in the talent to guide you on your financial journey.
Who we are
And why we strive to make your money work harder and smarter
Who we serve
Pinnacle Private Advisors serves wealthy retirees, business owners, and high-income professionals that want to live their best life and aim to maximize the growth of their assets while minimizing their risk. Our clients have the confidence in knowing that they are supported with their money and hard-earned assets because of the diversely talented team that we provide them.
Who We Are
Who We Are: We strive to give our clients trusted financial partners, working to create opportunities and maximize wealth for each individual we work with. With Pinnacle, you have a dedicated team working to grow your wealth with everything that you own now or will own in the future.
What we value
We partner with you on your financial plan so you can go and enjoy the things that are most important to you. Whether it’s traveling around the world, seeing your family as often as possible, scaling a business venture, or simply living a life that most only dream of. This firm was created and designed to service those that wish to realize the pinnacle of what a wealthy and fulfilling life is.
When we welcome you to experience the pinnacle of private wealth management, we mean it and built this into every inch of our firm.
Our Custodial Partners
Our Services
Comprehensive Wealth Management
As fiduciaries, we know your financial lifestyle isn’t just about stocks and bonds. At Pinnacle Private Advisors, We are dedicated to partnering with you in the pursuit of making your assets work smarter and harder based on your goals. Whether it’s your business, real estate, stock options, or limited partnerships, we are dedicated to the goal of helping you achieve what’s most important to you.
Tax Efficient Retirement Planning
Whether it’s social security, medicare, tax diversification, stock options, sale of real estate, or business exit, our team has you covered. Pinnacle Private Advisors are here to ensure that we work with you and your tax professionals to make certain your money is always working harder and smarter. It s not just about what you make, it’s about what you keep.
Private Client Lending
When servicing high-net-worth clients, we know you want your money to work as hard as you do. At Pinnacle Private Advisors, we are always looking out for your best interest when seeking to generate incremental income on your investment portfolios or create a flexible line of credit for personal or business needs. Whether you have a major purchase, unexpected expense, tax obligation, or investment opportunity, we have solutions that will work for you.
Advanced Financial Planning
Leverage our skill sets to avoid financial pitfalls. At Pinnacle Private Advisors we manage your overall risk and make it possible for you to focus on the things that matter: your family, your business, and your TIME. Advanced financial planning is about creating a strategy that can allow you to do the things you want, when you want, and with whom you want. Our fiduciary approach will give you the peace of mind that you are on track to living your best life, whatever that may be.
Complex Trust & Estate
You’ve worked hard for everything you have. We work with you in support of you achieving your goals to transfer your wealth, engage in philanthropic endeavors, maintain your privacy, and oversee your assets. Our team and our strategic partners are specifically assembled to provide the high-level education you deserve and maximize the management of your affairs should the day come you can no longer do so.
Charitable Giving
Philanthropy is more than charity. Charity is making a contribution to your favorite non-profit. Philanthropy allows you to live an enriching life and continue a legacy long after you are gone. Not only does philanthropy bestow a tremendous sense of personal fulfillment, it is a lasting legacy that persists for generations. With proper guidance, your philanthropic goals can be merged with your long term financial goals.
The Pinnacle Private Advisors Difference
Fiduciary Care
As Fiduciaries your success is our success. We are invested in your growth with everything we have.
Advisory Board
The advisory board, made up of executive/business leaders, CPA’s, and specialized attorneys serve to further the knowledge base of Pinnacle Private’s advisors. In doing so, Pinnacle Private Advisors is able to gain strategic insight into a wide array of complex scenarios.
First Hand Experience
Our team has lived your financial situation. Our collective experience has been curated to ensure you have expertise in nearly every area of your finances.
Cutting edge Access
Our streamlined processes internally and access to cutting edge tools and investments allow us to operate with agility unseen in other institutions.
A Robust Team
Your diversely talented team will always be available to access for the expertise you need now and well into the future.
Meet The Team
Sonny Rai
Managing Partner
Kris Williams, JD
Director, Wealth Preservation
Dynamic Wealth Advisors
Through an Alliance with Dynamic Wealth Advisors (“Dynamic”), Pinnacle Private Advisors receives back-office compliance, operational support and advisory services
Meet The Team
Sonny Rai
Managing Partner
Kris Williams, JD
Director, Wealth Preservation
Dynamic Wealth Advisors
Through an Alliance with Dynamic Wealth Advisors (“Dynamic”), Pinnacle Private Advisors receives back-office compliance, operational support and advisory services