Fiduciary Expertise
Decades of combined experience and verifiable outcomes—fee‑only advice that prioritizes your goals, transparent fees, and measurable portfolio performance.
Holistic Wealth Care
From retirement income plans and tax optimization to estate coordination for multi‑generational families, we align financial strategy with the life you want to lead.
Top Financial Advisors — Seattle
Honored by Seattle Business Magazine for measurable client outcomes and sustained excellence across retirement and investment planning.
Best Wealth Management — Portland
Voted a top regional wealth firm for tailored multi‑generational planning and coordinated tax‑estate solutions that protect family legacies.
Excellence in Client Service
Awarded by the Financial Planning Association for client‑first processes and outstanding service that convert planning into peace of mind.
Proven Performance
Independent performance metrics show consistent outperformance and measurable tax savings for clients after fees.
Trusted by Our Clients
High client satisfaction—reflected in top ratings and long retention—underscores our focus on clear communication and dependable stewardship.
Registered Investment Advisor (RIA)
SEC‑registered fiduciary status and professional certifications (CFP®, CFA, CPA) that ensure aligned, transparent guidance for clients.
Complimentary Consultation
Begin with a focused, no-cost conversation to map priorities, timelines, and immediate wins — from Social Security timing to tax-saving opportunities.
Bespoke Strategy
We translate goals into an evidence-based plan: asset allocation, tax-efficiency tactics, and a retirement income blueprint tailored to your life.
Implementation & Oversight
We implement with institutional rigor — low-cost, tax-aware portfolios — then monitor performance and adapt as life changes to protect your outcomes.
Office Locations — Pacific Northwest & Beyond
Headquartered in Seattle with regional offices in Portland and Boise, Pinnacle Wealth Advisors offers in-person planning across the Pacific Northwest and virtual services nationwide.
