Pinnacle Private Advisors is a fiduciary wealth management firm based in Southern California.  Managing partner, Sonny Rai started this firm with one focus in mind: creating a team that can give comprehensive financial advice from a vantage that other advisors are not able to give. 
Understanding that affluent and high-net-worth families desire a team approach across their portfolios and outside holdings, Sonny set out to create partnerships with the industry’s leading financial custodians in Charles Schwab, TD Ameritrade, Fidelity, and Pershing-BNY Mellon. 
This broad offering gives clients something that many other firms do not have, the CHOICE in using financial tools that are based on what is most important to the clients of Pinnacle Private Advisors and not what is most important to the financial institutions.


*All  Investment Advisor Representatives are registered with Dynamic Wealth Advisors dba Pinnacle Private Advisors.  All investment advisory services are offered through Dynamic Wealth Advisors.*

Pinnacle Private Advisors

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Pinnacle Private Advisors

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Teams

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