All at the same table. All on your side.
At Pinnacle, we pride ourselves on being more than just financial advisors. We are your collaborators in precision and your trusted delegates on the path to comprehensive wealth management.
We illuminate the complexities of financial planning, guiding you through every step. In coordination with professionals, we fuse our strengths to meet your unique financial needs.
As our valued client, you are at the heart of our commitment. Your finances are not simply a footnote in reaching a final destination, but a valuable component in the story of your life. We’re here to help you embrace and achieve each milestone together.
Let us help you worry-free planning for a secure tomorrow with services including:
- Wealth Management
- Trust Management
- Corporate Trusts
- Company Retirement Plans
- Wealth Collaboration
- Institutional Investing
Reach out to learn more about Pinnacle Advisors or explore our website at: https://www.pinnacleadvisors.com
Pinnacle is a fee-only Wealth Management firm working with affluent individuals, business owners and their families. Pinnacle sells no products and receives no income from any third party. Pinnacle is an SEC Registered Investment Adviser, which legally makes Pinnacle a FIDUCIARY to its clients under both state and federal law.
EDGE is a total solutions provider of hardware, software, and services including complex IT architecture design. We set ourselves apart from our competition with our highly skilled technical team. This level of expertise provides our valuable clients with superior solutions, personnel and guidance at all times — even in critical times, such as an outage or a natural disaster. EDGE has utilized its years of experience, knowledge, and practical application understanding to become the total solutions provider of choice nationwide. What pushes us forward each day is our commitment to helping our clients with the design, and day-to-day operations of their IT ecosystems to help ensure they stay competitive with today's demanding business needs.
EDGE is a certified Women's Business Enterprise (WBE) certified by the Women's Business Enterprise National Council (WBENC), as well as the Supplier Clearinghouse for the Utility Supplier Diversity Program of the California Public Utilities Commission.
Vista Consulting assists small- to medium-sized businesses with the design, implementation, and maintenance of their computer networks. With Microsoft, Cisco and other industry certifications, our technical experts provide assistance with network setup and maintenance, business technology relocation and continuity planning, security, disaster recovery (data backups and migration), applications support, virus removal, and general PC help. We create reliable, cost-effective solutions that are right-sized for your business whether you have 5 computers or 75.
Since 1981, many of Northern California’s largest and best-known firms–and hundreds of smaller organizations–have relied on us as a trusted computer support resource. From the start, founder Steve Moore built a team of technical experts with solid business experience to provide services that meet our clients’ business and IT needs. Today, Vista Consulting supports organizations throughout the San Francisco Bay area and beyond.
Steve Moore remains a principle consultant and provides both management and technical oversight while staying actively involved in our technology and client projects. He brings deep experience leading computer systems teams in private corporations and teaching in area colleges and training programs. His real world experience and that of our team drives Vista Consulting’s ability to deliver practical IT solutions to businesses of all sizes and industries.
Santa Rosa, California, US
Private
$1M Revenue
http://www.vistaconsulting.com
9 Employees
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