Practice Areas — Fiduciary Financial Planning in Seattle & the Pacific Northwest

Retirement planning, investment management, tax optimization, and legacy coordination — delivered with institutional rigor, fee transparency, and compassionate, personalized advice so you can move forward with confidence.

Our Practice Areas: Clear, Fiduciary-Led Financial Guidance

From retirement income design to multi‑generational wealth transfers, Pinnacle blends institutional rigor with personal service. Below is a concise overview of the core services we deliver to clients across the Pacific Northwest and nationwide.

Comprehensive Retirement Planning

Designing sustainable retirement income plans: Social Security optimization, pension and IRA coordination, RMD timing, and health‑care cost forecasting to help you feel confident about retirement.

Investment Portfolio Management

Disciplined portfolio construction with fiduciary oversight: strategic asset allocation, low‑cost ETFs, tax‑aware rebalancing, and performance reporting aligned with your goals and risk profile.

Tax Optimization Strategies

Proactive tax planning that complements investment and retirement strategies: tax‑loss harvesting, retirement account conversions, and coordinated approaches to minimize tax drag.

Holistic Wealth & Estate Planning

Coordinated estate and legacy services — trusts, charitable giving strategies, concentrated stock plans, and seamless coordination with your legal and tax advisors for confident wealth transfer.

Wealth Transfer & Estate Coordination

Guided multi‑generational planning and trust coordination to preserve family wealth, reduce estate taxes, and execute legacy wishes with minimal disruption.

Business Owner & Succession Planning

Specialized planning for business owners: succession strategies, valuation coordination, and integrated tax and estate solutions that protect value and continuity.

Practice Areas & Credentials

Our core practice areas translate technical rigor into practical outcomes: retirement readiness, disciplined portfolio management, tax optimization, and multi‑generational wealth planning — all delivered under a fiduciary standard.

Senior Financial Analyst Working in Office

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How We Work with You

After introducing our practice areas, we outline a clear, collaborative path from discovery to delivery — combining fiduciary rigor with human-centered service so your financial plan reflects what matters most.

Discovery

We begin with a thoughtful conversation to understand your goals, risks, and priorities — from retirement timing to tax and legacy objectives — so recommendations are grounded in your life.

Plan & Model

We translate discovery into a tailored plan — retirement income models, tax-optimized investment strategies, and estate coordination — with transparent fees and measurable goals.

Implement & Monitor

We implement the plan with disciplined portfolio management, tax-aware adjustments, and regular check-ins — adapting as your life and markets evolve to keep you on track.

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