The Pinnacle Group

RIA Independence Solutions Division: Built for RIAs

Providing a full scope of services in advanced planning, annuity solutions, marketing, and outsourced insurance support. As both field support and a dedicated back-office team, we provide comprehensive, objective guidance—always keeping your client’s best interest at the core. Enhanced in 2025! Pinnacle is setting the gold standard for excellence with our RIA Variable Annuity Solutions. Offering best-in-class support for RIAs restricted by licensing limitations. From policy transfers to analysis, servicing, and reporting—we handle it all, streamlining the process for you and your clients.