{"id":31,"date":"2020-12-21T12:34:00","date_gmt":"2020-12-21T20:34:00","guid":{"rendered":"http:\/\/test.kriesi.at\/construction\/?page_id=31"},"modified":"2024-02-22T11:44:37","modified_gmt":"2024-02-22T19:44:37","slug":"who-we-are","status":"publish","type":"page","link":"https:\/\/www.pinnacleprivateadvisors.com\/who-we-are\/","title":{"rendered":"The Company"},"content":{"rendered":"<div id='av_section_1'  class='avia-section main_color avia-section-large avia-no-border-styling  avia-bg-style-scroll  avia-builder-el-0  el_before_av_section  avia-builder-el-first   container_wrap sidebar_right' style=' '  ><div class='container' ><main  role=\"main\" itemprop=\"mainContentOfPage\"  class='template-page content  av-content-small alpha units'><div class='post-entry post-entry-type-page post-entry-31'><div class='entry-content-wrapper clearfix'>\n<div  style='padding-bottom:0px; ' class='av-special-heading av-special-heading-h2  blockquote modern-quote modern-centered  avia-builder-el-1  el_before_av_hr  avia-builder-el-first  '><h2 class='av-special-heading-tag '  itemprop=\"headline\"  >Our Values<\/h2><div class='special-heading-border'><div class='special-heading-inner-border' ><\/div><\/div><\/div>\n<div  style=' margin-top:5px; margin-bottom:75px;'  class='hr hr-custom hr-center hr-icon-no   avia-builder-el-2  el_after_av_heading  el_before_av_one_third '><span class='hr-inner  inner-border-av-border-fat' style=' width:50px; border-color:#efbb20;' ><span class='hr-inner-style'><\/span><\/span><\/div>\n<div  class='avia-icon-grid-container   '><ul id='avia-icongrid-660cebe259910' class='clearfix avia-icongrid avia-icongrid-flipbox avia-icongrid-numrow-3 avia-icongrid-borders-between avia_animate_when_almost_visible' >\n<li><div class='avia-icongrid-wrapper' ><article  class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia-icongrid-front' ><div class='avia-icongrid-inner'><div  class='avia-icongrid-icon  avia-font-entypo-fontello'><span class='icongrid-char ' aria-hidden='true' data-av_icon='\ue807' data-av_iconfont='entypo-fontello'><\/span><\/div><header class=\"entry-content-header\"><h4 class='av_icongrid_title icongrid_title  '  itemprop=\"headline\"  >Honesty<\/h4><\/header><\/div><\/div><div class='avia-icongrid-content' ><div class='avia-icongrid-inner' ><div class='avia-icongrid-text '  itemprop=\"text\" ><p>We pride ourselves on a culture of honest and open communication. As fiduciaries, your success is our success.<\/p>\n<\/div><\/div><\/div><\/article><\/div><\/li>\n<li><div class='avia-icongrid-wrapper' ><article  class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia-icongrid-front' ><div class='avia-icongrid-inner'><div  class='avia-icongrid-icon  avia-font-entypo-fontello'><span class='icongrid-char ' aria-hidden='true' data-av_icon='\ue855' data-av_iconfont='entypo-fontello'><\/span><\/div><header class=\"entry-content-header\"><h4 class='av_icongrid_title icongrid_title  '  itemprop=\"headline\"  >Diligence<\/h4><\/header><\/div><\/div><div class='avia-icongrid-content' ><div class='avia-icongrid-inner' ><div class='avia-icongrid-text '  itemprop=\"text\" ><p>We are precise, we take careful care of our clients in everything we do.<\/p>\n<\/div><\/div><\/div><\/article><\/div><\/li>\n<li><div class='avia-icongrid-wrapper' ><article  class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia-icongrid-front' ><div class='avia-icongrid-inner'><div  class='avia-icongrid-icon  avia-font-entypo-fontello'><span class='icongrid-char ' aria-hidden='true' data-av_icon='\ue866' data-av_iconfont='entypo-fontello'><\/span><\/div><header class=\"entry-content-header\"><h4 class='av_icongrid_title icongrid_title  '  itemprop=\"headline\"  >Integrity<\/h4><\/header><\/div><\/div><div class='avia-icongrid-content' ><div class='avia-icongrid-inner' ><div class='avia-icongrid-text '  itemprop=\"text\" ><p>Above all, we value integrity in all our staff and that same trait in our clients. Our hard work reflects your own.<\/p>\n<\/div><\/div><\/div><\/article><\/div><\/li>\n<\/ul><\/div>\n<div  style='padding-bottom:0px; ' class='av-special-heading av-special-heading-h2  blockquote modern-quote modern-centered  '><h2 class='av-special-heading-tag '  itemprop=\"headline\"  >The Leadership Team<\/h2><div class='special-heading-border'><div class='special-heading-inner-border' ><\/div><\/div><\/div>\n<section class=\"av_textblock_section \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock  '   itemprop=\"text\" ><div>Pinnacle Private Advisors uses the back-office compliance, operational support and advisory services of Laurel Wealth Advisors Inc. an SEC Registered Investment Adviser. This partnership allows us to focus on what matters most, building relationships with our clients.<\/div>\n<\/div><\/section>\n<div  style=' margin-top:5px; margin-bottom:35px;'  class='hr hr-custom hr-center hr-icon-no  '><span class='hr-inner  inner-border-av-border-fat' style=' width:50px; border-color:#efbb20;' ><span class='hr-inner-style'><\/span><\/span><\/div>\n<div id='av-masonry-1' class='av-masonry  noHover av-fixed-size av-large-gap av-hover-overlay-active av-masonry-animation-active av-masonry-col-2 av-caption-on-hover av-caption-style-overlay av-masonry-gallery   av-orientation-square  '  ><div class='av-masonry-container isotope av-js-disabled ' ><div class='av-masonry-entry isotope-item av-masonry-item-no-image '><\/div><a href=\"\/portfolio-item\/sonny-rai\/\"  aria-label=\"image Sonny Rai\"  id='av-masonry-1-item-559' data-av-masonry-item='559' class='av-masonry-entry isotope-item post-559 attachment type-attachment status-inherit hentry  av-masonry-item-with-image' title=\"Sonny Rai\" alt=\"Sonny Rai\"   itemprop=\"thumbnailUrl\" ><div class='av-inner-masonry-sizer'><\/div><figure class='av-inner-masonry main_color'><div class=\"av-masonry-outerimage-container\"><div class=\"av-masonry-image-container\" style=\"background-image: url(https:\/\/www.pinnacleprivateadvisors.com\/wp-content\/uploads\/2020\/12\/sonny_rai-e1616692292611-651x705.jpeg);\" title=\"Sonny Rai\"  alt=\"Sonny Rai\" ><\/div><\/div><figcaption class='av-inner-masonry-content site-background'><div class='av-inner-masonry-content-pos'><div class='av-inner-masonry-content-pos-content'><div class='avia-arrow'><\/div><h3 class='av-masonry-entry-title entry-title '  itemprop=\"headline\" >Sonny Rai<\/h3><div class='av-masonry-entry-content entry-content'  itemprop=\"text\" >Managing Partner - MBA<\/div><\/div><\/div><\/figcaption><\/figure><\/a><!--end av-masonry entry--><a href=\"\/portfolio-item\/david-wu\/\"  aria-label=\"image David Wu\"  id='av-masonry-1-item-1188' data-av-masonry-item='1188' class='av-masonry-entry isotope-item post-1188 attachment type-attachment status-inherit hentry  av-masonry-item-with-image' title=\"David Wu\" alt=\"David Wu\"   itemprop=\"thumbnailUrl\" ><div class='av-inner-masonry-sizer'><\/div><figure class='av-inner-masonry main_color'><div class=\"av-masonry-outerimage-container\"><div class=\"av-masonry-image-container\" style=\"background-image: url(https:\/\/www.pinnacleprivateadvisors.com\/wp-content\/uploads\/2022\/01\/David-Wu-new-Profile-Photo-632x705.jpg);\" title=\"David Wu\"  alt=\"David Wu\" ><\/div><\/div><figcaption class='av-inner-masonry-content site-background'><div class='av-inner-masonry-content-pos'><div class='av-inner-masonry-content-pos-content'><div class='avia-arrow'><\/div><h3 class='av-masonry-entry-title entry-title '  itemprop=\"headline\" >David Wu<\/h3><div class='av-masonry-entry-content entry-content'  itemprop=\"text\" >Senior Financial Advisor<\/div><\/div><\/div><\/figcaption><\/figure><\/a><!--end av-masonry entry--><\/div><\/div>\n<section class=\"av_textblock_section \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock  '   itemprop=\"text\" ><style>.embed-container { position: relative; padding-bottom: 56.25%; height: 0; overflow: hidden; max-width: 100%; } .embed-container iframe, .embed-container object, .embed-container embed { position: absolute; top: 0; left: 0; width: 100%; height: 100%; }<\/style>\n<div class='embed-container'><iframe src='https:\/\/dynamicadvisorsolutions.com\/about-dynamic\/?iframe=1' width='100%' title='Dynamic Advisor Solutions Team' frameborder='0' style='overflow:hidden;width:101.1%' width='100%'><\/iframe><\/div>\n<\/div><\/section>\n<div  style=' margin-top:5px; margin-bottom:35px;'  class='hr hr-custom hr-center hr-icon-no  '><span class='hr-inner  inner-border-av-border-fat' style=' width:50px; border-color:#efbb20;' ><span class='hr-inner-style'><\/span><\/span><\/div>\n<div  style='padding-bottom:0px; ' class='av-special-heading av-special-heading-h2  blockquote modern-quote modern-centered  '><h2 class='av-special-heading-tag '  itemprop=\"headline\"  >Strategic Advisor Relationships<\/h2><div class='special-heading-border'><div class='special-heading-inner-border' ><\/div><\/div><\/div>\n<div  style=' margin-top:35px; margin-bottom:5px;'  class='hr hr-custom hr-center hr-icon-no  '><span class='hr-inner  inner-border-av-border-fat' style=' width:50px; border-color:#efbb20;' ><span class='hr-inner-style'><\/span><\/span><\/div>\n<section class=\"av_textblock_section \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock  '   itemprop=\"text\" ><div dir=\"auto\">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.<\/div>\n<div dir=\"auto\"><\/div>\n<div dir=\"auto\">As such, Pinnacle Private has formed strategic relationships made up of leaders in the areas of:<\/div>\n<\/div><\/section>\n<div class=\"flex_column av_one_half  flex_column_div av-zero-column-padding first  \" style='border-radius:0px; '><div  class='avia-icon-list-container  '><ul class='avia-icon-list avia-icon-list-left av-iconlist-big avia_animate_when_almost_visible avia-iconlist-animate'>\n<li><div  style='background-color:#0061d8; border:1px solid #0061d8; color:#ffffff; ' class='iconlist_icon  avia-font-entypo-fontello'><span class='iconlist-char ' aria-hidden='true' data-av_icon='\ue80b' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry av-iconlist-empty\"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='iconlist_content_wrap'><header class=\"entry-content-header\"><h4 class='av_iconlist_title iconlist_title   '  itemprop=\"headline\"  >family office resources<\/h4><\/header><div class='iconlist_content  '  itemprop=\"text\"  ><\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class='iconlist-timeline'><\/div><\/li>\n<li><div  style='background-color:#0061d8; border:1px solid #0061d8; color:#ffffff; ' class='iconlist_icon  avia-font-entypo-fontello'><span class='iconlist-char ' aria-hidden='true' data-av_icon='\ue8d9' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry av-iconlist-empty\"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='iconlist_content_wrap'><header class=\"entry-content-header\"><h4 class='av_iconlist_title iconlist_title   '  itemprop=\"headline\"  >mergers & acquisitions<\/h4><\/header><div class='iconlist_content  '  itemprop=\"text\"  ><\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class='iconlist-timeline'><\/div><\/li>\n<li><div  style='background-color:#0061d8; border:1px solid #0061d8; color:#ffffff; ' class='iconlist_icon  avia-font-entypo-fontello'><span class='iconlist-char ' aria-hidden='true' data-av_icon='\ue8c3' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry av-iconlist-empty\"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='iconlist_content_wrap'><header class=\"entry-content-header\"><h4 class='av_iconlist_title iconlist_title   '  itemprop=\"headline\"  >equity raises<\/h4><\/header><div class='iconlist_content  '  itemprop=\"text\"  ><\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class='iconlist-timeline'><\/div><\/li>\n<\/ul><\/div><\/div><div class=\"flex_column av_one_half  flex_column_div av-zero-column-padding   \" style='border-radius:0px; '><div  class='avia-icon-list-container  '><ul class='avia-icon-list avia-icon-list-left av-iconlist-big avia_animate_when_almost_visible avia-iconlist-animate'>\n<li><div  style='background-color:#0061d8; border:1px solid #0061d8; color:#ffffff; ' class='iconlist_icon  avia-font-entypo-fontello'><span class='iconlist-char ' aria-hidden='true' data-av_icon='\ue806' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry av-iconlist-empty\"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='iconlist_content_wrap'><header class=\"entry-content-header\"><h4 class='av_iconlist_title iconlist_title   '  itemprop=\"headline\"  >non-profit planning<\/h4><\/header><div class='iconlist_content  '  itemprop=\"text\"  ><\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class='iconlist-timeline'><\/div><\/li>\n<li><div  style='background-color:#0061d8; border:1px solid #0061d8; color:#ffffff; ' class='iconlist_icon  avia-font-entypo-fontello'><span class='iconlist-char ' aria-hidden='true' data-av_icon='\ue837' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry av-iconlist-empty\"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='iconlist_content_wrap'><header class=\"entry-content-header\"><h4 class='av_iconlist_title iconlist_title   '  itemprop=\"headline\"  >legal planning<\/h4><\/header><div class='iconlist_content  '  itemprop=\"text\"  ><\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class='iconlist-timeline'><\/div><\/li>\n<li><div  style='background-color:#0061d8; border:1px solid #0061d8; color:#ffffff; ' class='iconlist_icon  avia-font-entypo-fontello'><span class='iconlist-char ' aria-hidden='true' data-av_icon='\ue851' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry av-iconlist-empty\"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='iconlist_content_wrap'><header class=\"entry-content-header\"><h4 class='av_iconlist_title iconlist_title   '  itemprop=\"headline\"  >tax planning<\/h4><\/header><div class='iconlist_content  '  itemprop=\"text\"  ><\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class='iconlist-timeline'><\/div><\/li>\n<\/ul><\/div><\/div><section class=\"av_textblock_section \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock  '   itemprop=\"text\" ><div dir=\"auto\"><\/div>\n<div dir=\"auto\">These advisors act as resources and guidance to the leadership of the firm, offering aid to the partners and clients of Pinnacle Private Advisors.<\/div>\n<div dir=\"auto\"><\/div>\n<\/div><\/section>\n\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":2,"featured_media":559,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Who We Are - The Company - Pinnacle Private Advisors<\/title>\n<meta name=\"description\" content=\"Who We Are at Pinnacle Private Advisors is a team of strategic advisors dedicated to your success. 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