This Isn’t a Job. It’s a Calling.

(And we don’t work with everyone.)

 

We’re not hiring to fill seats.

We’re building a movement.

At The Pinnacle Group, we partner with people who are called — not just qualified. If you’re seeking alignment, impact, and a seat at a very different kind of table… you might’ve just found your home.

 

 

Why Work With Us?

 

Core Values:

We lead with character, not commission.

We do what’s right — especially when no one’s watching.

We believe money is a tool, not a trophy.

And we treat every client (and teammate) like family.

Vision:

To change the way financial services are done.

Forever.

We’re creating a firm where education > sales, stewardship > flash, and giving > taking.

And we’re doing it alongside good humans who love to win with integrity.

Strategy & Opportunity:

We’re not just advisors. We’re architects.

Backed by elite-level minds in Advanced Planning, Private Wealth, and National Marketing…

you’ll have access to tools, teams, and proven systems that would take decades to build on your own.

Culture:

No egos.

No drama.

No corporate fluff.

Just real people, real work, and real fun — in a community that values your voice and multiplies your impact.

 


 

We’re Actively Seeking:

  • RIA Partnerships via Pinnacle Private Wealth
    (Run your own book, your way — with full strategic support.)
  • Advanced Planning Collaborators
    (For financial pros ready to go beyond product and become trusted architects.)
  • Marketing & Administrative Champions
    (Brand-builders, executors, and team-first pros who want in early.)