Advanced private wealth management

Vantage Pinnacle

A customized, strategic service for households whose retirement income rests on complex wealth and larger decisions.

Request a consultationCompare with Vantage Core

For those who want to reach the pinnacle.

A customized, strategic service for households whose retirement income rests on complex wealth and larger decisions.

Vantage Pinnacle adds deeper scenario work, closer coordination, and decision support where a business, concentrated stock, or a major transition shapes what your retirement income can be.

Designed to simplify the most complex personal financial situations.

For households with business interests, concentrated positions, major transitions, or multigenerational wealth, where retirement income depends on getting those decisions right.

Business ownership

Succession, sale preparation, multiple entities, or significant business liquidity.

Why Vantage Pinnacle?

01

A plan built around you

A planning architecture shaped to your household

02

Access when you need it

Strategic meetings around your decisions and events

03

Your team, coordinated

Closer coordination with your CPA, attorney, and team

04

Decisions carried through

Strategy for each decision, overseen to completion

05

Strategy for complexity

Advanced liquidity, tax, estate, and business strategy

How the services compare

Both begin with your retirement income. Choose Vantage Pinnacle if your wealth is complex and your decisions are large. Choose Vantage Core if you want one coordinated plan on a steady rhythm.

  • Vantage Core

    A standardized, high-quality planning process

    Vantage Pinnacle

    A customized planning architecture

  • Vantage Core

    Quarterly strategic meetings

    Vantage Pinnacle

    Strategic meetings around your decisions and events, as needed

  • Vantage Core

    Annual coordination with your CPA and attorney

    Vantage Pinnacle

    More frequent professional-team coordination when required

  • Vantage Core

    A Financial Action Checklist to keep your plan moving

    Vantage Pinnacle

    Decision-specific strategy work and implementation oversight

  • Vantage Core

    Retirement, tax, risk, estate, and investment coordination

    Vantage Pinnacle

    Advanced liquidity, concentration, tax, estate, business, and multigenerational strategy

Learn about Vantage Core

Questions about Vantage Pinnacle

Direct answers on how Pinnacle works and how it relates to Vantage Core.

You do not have to decide on your own. Vantage Pinnacle is designed for households facing one or more of the situations above: business ownership, concentrated wealth, a compressed earning window, estate and family complexity, tax complexity, or a major transition. We recommend the service that fits after we understand your circumstances, and we will say so plainly if Vantage Core is the better fit.

No. Both services start from the same question, what your savings need to pay you for the rest of your life, and both include investment management, comprehensive planning, and ongoing stewardship under the same standard of care. The difference is depth. Pinnacle adds deeper scenario work, closer coordination with your professional team, and decision support around major events, because a more complex financial picture requires it.

Strategic meetings are scheduled around your decisions and events rather than on a fixed quarterly cadence. Coordination with your CPA and attorney happens as often as the situation calls for. Each major decision gets its own strategy work, with oversight through implementation so the plan is carried out, not just drawn up.

Applied Wealth Management is fee-based. Fees for each service, and any conflicts of interest, are described in our Form ADV Part 2A, which we review with you before any engagement.

A principal advisor reviews your note personally and reaches out within one business day to set up a first conversation. There is no obligation, and no follow-up pressure if it is not the right fit.

Request a consultation.

Tell us a little about your situation. A principal advisor will review it personally and reach out within one business day to set up a first conversation.

Prefer to speak directly?

Call or Text (661) 487-1020
Which of these describe your situation? Select any that apply.

Confidential. No obligation, and no follow-up pressure if it is not the right fit.