"None of us is as smart as all of us."
- Ken Blanchard
"PINNACLE's partnership with Commonwealth helps us, help you achieve your financial goals."
- Vic Conrad
PINNACLE Financial Strategies, LLC is proud to partner with Commonwealth Financial Network®, a Registered Investment Adviser.
Independent, just like us.
Independently owned and managed, our partnership with Commonwealth supports our commitment to remain free to act in your best interest, and the best interest of your financial wellness, without any pressure to promote proprietary products or strategies.
How Commonwealth helps us help you:
J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Seven Times in a Row.”2 What this achievement means for our clients, on a daily basis, is what makes the difference.
Commonwealth manages total account assets of nearly $200.7 billion,1 offering the scale, stability, and resources that help us deliver the solutions you need. It's that infrastructure—and the always expanding wealth of resources it provides—that makes it easier for our firm to provide you with the best possible guidance and the prompt, personal service you expect and deserve.
Choice. Through Commonwealth, we have access to robust, independent market research, financial planning expertise, and a wide universe of investment options—from individual stocks and bonds to mutual funds, exchange-traded funds, alternative investments, managed accounts, and retirement plans. Learn more about Commonwealth’s team of investment research specialists.
Service. The firm's advisor-to-staff ratio is one of the best in the industry. This means staff members answer our calls promptly, execute transactions quickly and accurately, and offer our firm the same highly personalized treatment we strive to give you. Learn more about Commonwealth’s advanced planning team.
Technology. Commonwealth's technology platform is a critical component in our ability to keep you on track to your financial goals. Its integrated web-based systems allow us to efficiently manage your portfolio and your overall financial life. Learn more about Investor360°.
Security. Commonwealth is committed to safeguarding your privacy and ensuring that your personal data remains secure. From encryption standards to disaster recovery plans and other measures the firm employs, we are confident that the information our clients entrust us with remains secure. Learn more.
Committed to helping those in need.
Commonwealth's commitment to service does not end with its advisors and their clients. For more than four decades, the firm has been dedicated to serving the communities where its employees and affiliated advisors work, live, and visit. Its charitable foundation, Commonwealth Cares, works to provide contributions of time, talent, and financial support to a wide range of philanthropic causes. That kind of dedication to the greater good is just one more reason we are proud to be affiliated with Commonwealth.
If you would like to know more, we would be glad to talk with you further or answer any questions you may have about our affiliation with Commonwealth. Contact Us.
1 As of 12/31/19
2Commonwealth Financial Network® received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, 2018, 2019, and 2020 Financial Advisor Satisfaction Studies of customers' satisfaction among financial advisors. Visit jdpower.com/awards.