Who We Are

Who We Are

Located in the scenic Puget Sound region, our Bellevue, Washington office provides a spectacular view of Mt. Rainier, the state’s highest peak and the inspiration for our brand. Mountains are an enduring symbol of strength, accomplishment, and stability. Like most successful outcomes, ascending a mountain requires focus, determination, and a deep sense of purpose — values we share with our clients.

Financial planning is often referred to as a ‘journey.’ Whether you are preparing for retirement, growing your business, building a legacy, or all of the above, a road map and experienced guide to help you navigate can significantly improve your outcomes. That’s where we come in.

With nearly a century of combined experience, Pinnacle Private Wealth Advisors is a professional and caring wealth management team committed to guiding a select group of successful families and businesses in the Northwest. We build lasting relationships focused on simplifying our clients’ financial lives, so they can spend more time doing what they love with the people they care about. We recognize we are not all things to all people; however, we can help significantly impact a select few interested in living their dreams and leaving a lasting legacy.

Core Objectives

  • Simplify your financial life to help you spend more time doing what you love with the people you are about.
  • Protect your assets to help you build a legacy that reflects your values and the causes you hold dear.

Our Process

Reaching your goals requires a financial plan that you’ll stick with, even when short-term setbacks and temptations threaten to cloud your judgment. We understand this and will be there to guide you every step of the way while keeping you informed of potential obstacles and opportunities.

Our process starts by asking the right questions to determine your objectives, timeline, resources, concerns, risks, etc. We then chart a course and develop a personalized strategy to help you reach your destination.



Understanding Your Life


Building Your Vision


Executing Your Vision


Ongoing Progress & Communication

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