The Pinnacle Wealth Program

The Pinnacle Wealth Program is about developing a rigorous—yet flexible—wealth building plan and executing it systematically over time.

We are a meticulously assembled team whose complementary competencies enable us to provide you—and all our clients—with a balanced combination of rigorous portfolio management, robust total wealth planning, supported by a healthy attitude towards risk.

Whether you are an individual or part of a family, an executive, a business owner or a young professional—many of our clients work in information technology—we work with you to map an objectives–driven strategy to get you where you want to go.

It doesn’t matter what stage of life you’re in. The fundamentals don’t change. Assess needs exhaustively. Analyze opportunities thoroughly. Define goals comprehensively. Implement plans precisely. Respond calmly to setbacks. Review progress regularly.

So when we offer to guide you along the pathway to prosperity, we mean precisely that.

The Pinnacle Wealth Program works because it recognizes that the relationship between a professional guide and a client is based on shared objectives and mutual trust.

Getting to the pinnacle—which is financial freedom—is a joint achievement. Finding a wealth advisor who wants it as passionately as you do is a crucial step in that journey.

Wealth management is not what we do. Wealth management is who we are.

Blair Smears

Blair Smears, CFP®, CIM®

Senior Wealth Advisor and Portfolio Manager