If you believe you might benefit from our consultative approach, let's talk. We look forward to helping you reach the pinnacle of your financial journey.
Our Philosophy
The Pinnacle Investment Group of Wells Fargo Advisors is governed by its core values, which define the character of our team, align the actions we take on your behalf, and guide our decision-making processes.
1. Trust
We believe that the trust of our clients is the key to our success.
2. Honesty & Intregity
We conduct our business with honesty and integrity. We say what we mean, we match our behaviors to our words, and we follow through on our commitments.
3. Attention to Detail
We give rigorous attention to every client detail. Our disciplined approach leads to superior client service.
4. Commitment to Client Goals
Our needs-based, consultative approach enables our group to help guide our clients toward accomplishing their plan objectives.
5. Unbiased Advice
Our recommendations are based exclusively on the needs and interests of our clients.
6. Relationship-Based Partnerships
We create long-term relationships by being responsive and relevant, and by consistently delivering value.
7. Innovative Solutions
We respond to client needs by providing innovative, cutting-edge services and product offerings.
8. Client Outcomes
Our process is dedicated to helping you, the client, position yourself for success in attaining your financial goals.
Los Angeles Office
333 S. Grand Avenue
10th Floor
Los Angeles, CA 90071
Direct: 833-928-2758
Austin Office
13215 Bee Cave Parkway
Suite A150
Austin, TX 78738
Direct: 833-928-2758
Midland Office
508 West Wall Street
Suite 1050
Midland, TX 79701
Direct: 833-928-2758