Pinnacle Wealth Advisors — Clear, Confident Financial Planning
We turn complex goals into concise, actionable plans — retirement, investments, taxes, and legacy — with rigorous, fiduciary-led advice and a warm, human approach from our Seattle headquarters.
About Us
Pinnacle Wealth Advisors is a fiduciary-led planning firm rooted in Seattle that turns complex financial questions into clear, actionable plans. Combining CFP®, CFA and CPA expertise with institutional rigor, we guide clients through retirement planning, tax optimization, investment management and multi‑generational wealth transfer with measurable outcomes and quiet confidence. Our approach is relationship-driven and evidence-based: transparent fees, verifiable performance, and service designed to relieve anxiety so clients can focus on what matters most. We welcome conversations—whether you’re building savings, managing concentrated assets, or planning a legacy—and provide a clear path to financial clarity.
Our Vision
We envision a Northwest where clients experience financial clarity and calm at every stage of life. Rooted in Seattle, Pinnacle Wealth Advisors translates complex planning into simple, actionable strategies so families and business owners can pursue their goals with confidence and purpose.
Our Mission
We deliver fiduciary-led financial planning and disciplined investment management tailored to each client’s life plan. Combining CFP®, CFA, and CPA expertise with transparent fee models, we guide retirement readiness, tax optimization, and legacy planning with measurable outcomes and personal care.
Core Values
Fiduciary duty, evidence-based rigor, and human empathy guide every recommendation. We prioritize clarity, measurable outcomes, and long-term relationships—holding ourselves accountable to transparent fees, timely communication, and service that centers your values and legacy.
Our Credentials & Memberships
Pinnacle is built on professional rigor and community trust — a Seattle‑rooted RIA where every senior advisor holds CFP®, CFA, or CPA credentials. We maintain active memberships with NAPFA and the Financial Planning Association, adhere to fiduciary standards, and are proud of our A+ BBB rating and top regional honors for client service.
Client stories that reflect our approach
Across retirement planning, investments, and multi‑generational wealth work, clients tell the same story: clarity, steady outcomes, and the confidence to pursue what matters most.
“Pinnacle turned our retirement uncertainty into a clear, step‑by‑step plan — and we finally sleep easy.”
Sarah & Michael Thompson
Seattle, WA
“Their tax strategies saved me tens of thousands while keeping my investment plan aligned with long‑term goals.”
David Chen
Portland, OR
“They coordinated our estate plan with tax and legal partners so the transfer went precisely as intended.”
Margaret Wilson
Boise, ID
Fiduciary Guidance with a Human Focus
Rooted in Seattle, we turn complex financial questions into clear, actionable plans—retirement readiness, tax optimization, and multi‑generational wealth strategies—delivered with institutional rigor and personal care so you can move forward with confidence.