Pinnacle Peak Private Client Group, LLC

Pinnacle Peak Private Client Group, LLC is a financial services firm dedicated to providing tailored financial solutions to individuals, families, business owners, and organizations, emphasizing personalized asset management strategies for their clients. Founded in 2016 and headquartered in Scottsdale, US, Pinnacle Peak Private Client Group, LLC specializes in financial services, including portfolio management and financial consulting. There is no mention of significant business pivots or subsidiaries. The firm has completed one deal, with the most recent occurring on March 10, 2026.

The company was acquired by Ashton Thomas Private Wealth, LLC, a portfolio company of Arax Investment Partners, LLC, and RedBird Capital Partners, with undisclosed financial terms. Pinnacle Peak Private Client Group offers a comprehensive range of financial services aimed at helping clients achieve their financial goals. These services include portfolio management, financial planning, retirement plan consulting, and investment strategies tailored for federal employees. The firm enhances its offerings through Insight Benefit Counselors, assisting clients with federal benefits and retirement plans, and serves various markets across the United States, particularly where there are significant populations of federal employees.

Pinnacle Peak Private Client Group generates revenue primarily through advisory services for individuals, families, business owners, and organizations. Clients typically enter into service agreements for financial management and consulting, with fees based on assets under management or specific service agreements. The firm maintains transparency regarding costs associated with its services, reflecting its commitment to value delivery. Following the acquisition by Ashton Thomas Private Wealth, LLC on March 10, 2026, the firm will leverage this opportunity to expand its geographic reach.

The rationale behind the acquisition emphasizes enhancing market presence, although specific new products or market regions have not been detailed. The strategic focus will be on utilizing the acquisition to broaden its client base and service offerings.