As our partnership begins, we provide a Clear Expectations Letter™ to summarize our initial conversation and mutual commitment. We then create a Confidence Blueprint that addresses your specific investment, insurance/risk and servicing needs, and provides a clear path to your goals. These expectations are summarized in your:
- Investment Policy Statement – establishes the guidelines for your investment portfolio
- Servicing Policy Statement – details our service commitment to you
- Insurance/Risk Management Statement – summary of your overall risk position
The Confidence Blueprint and these documents form the backbone of our relationship and help us meet both your initial and on-going expectations.
Our goal is to continually set the new standard in personalized wealth management. The definition of pinnacle is the highest point or peak. That’s our goal – to provide to our clients best–in-class service throughout their lives, and that the transition from accumulation to distribution to transfer is seamless and enjoyable.