Our Values

We pride ourselves on a culture of honest and open communication. As fiduciaries, your success is our success.

We are precise, we take careful care of our clients in everything we do.

Above all, we value integrity in all our staff and that same trait in our clients. Our hard work reflects your own.

The Leadership Team

Sonny Rai

Sonny Rai

Managing Partner

FULL BIO
David Wu

David Wu

Senior Financial Advisor

FULL BIO
Tim's Headshot

Tim Garretson

Senior Financial Advisor

FULL BIO

Kris Williams

Associate

Mickey Welcher

Associate

Dynamic Wealth Advisors

Through an Alliance with Dynamic Wealth Advisors (“Dynamic”), Pinnacle Private Advisors receives back-office compliance, operational support and advisory services

Strategic Advisor Relationships

Pinnacle Private Advisors strives to ensure it is at the forefront of comprehensive wealth planning and that all assets of shareholders are working smarter and harder. As such, Pinnacle Private has formed strategic relationships made up of leaders in the areas of:

  • family office resources

  • mergers & acquisitions

  • equity raises

  • non-profit planning

  • legal planning

  • tax planning

These advisors act as resources and guidance to the leadership of the firm, offering aid to the partners and clients of Pinnacle Private Advisors.

The Leadership Team

Link to: SONNY RAI
Sonny Rai

Sonny Rai

Managing Partner

FULL BIO
Link to: DAVID WU
David Wu

David Wu

Senior Financial Advisor

FULL BIO
Tim's Headshot

Tim Garretson

Senior Financial Advisor

FULL BIO

Kris Williams

Associate

Mickey Welcher

Associate

Dynamic Wealth Advisors

Through an Alliance with Dynamic Wealth Advisors (“Dynamic”), Pinnacle Private Advisors receives back-office compliance, operational support and advisory services

Strategic Advisor Relationships

Pinnacle Private Advisors strives to ensure it is at the forefront of comprehensive wealth planning and that all assets of shareholders are working smarter and harder. As such, Pinnacle Private has formed strategic relationships made up of leaders in the areas of:

  • family office resources

  • mergers & acquisitions

  • equity raises

  • non-profit planning

  • legal planning

  • tax planning

These advisors act as resources and guidance to the leadership of the firm, offering aid to the partners and clients of Pinnacle Private Advisors.

Stay on top of the latest news

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The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.

Pinnacle Private Advisors provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Dynamic Wealth Advisors Pinnacle Private Advisors  is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

Information about your visits to our website. We store records of the activities on our sites in our web server logs, which automatically capture and save the information electronically. The information we collect helps us administer the site, analyze its usage, protect the website and its content from inappropriate use, and improve the user’s experience.

David Wu is a licensed insurance agent, and he offers Insurance products that is considered an outside business activity and is separate and apart from his activities as an investment advisor representative with Dynamic Wealth Advisors.

Sonny Rai, David Wu, and Tim Garretson are Investment Advisor Representative with Dynamic Wealth Advisors dba Pinnacle Private Advisors. All investment advisory services are offered through Dynamic Wealth Advisors. You can learn more about us by reading our ADV. You can get your copy on the Securities and Exchange Commission website. See https://adviserinfo.sec.gov/IAPD by searching under crd #151367. You can contact us if you would like to receive a copy.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

LINKS

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e:info@pinnacleprivateadvisors.com
p.(858) 384-4838

Satellite Main Office Location

12636 High Bluff Dr.
Suite #400
San Diego, CA 92130

Satellite Office Location

600 West Broadway
Suite #700
San Diego, CA 92101

Satellite Office Location

11440 West Bernardo Court
Suite #300
San Diego, CA, 92127

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