Pinnacle Wealth Management

Sam

Pinnacle Wealth Management

Pinnacle Wealth Management "Being a boutique Financial Planning practice with strict compliance requirements means we heavily rely on our IT to work without any issues. We have been fortunate over the years to be able to rely on IRIS IT (formerly Compunets) to meet our IT needs. The personal contact, guidance and knowing the people you are dealing with is really important to us, especially when they are ultimately in control of one of your most important business operations."


Selena Launer, Practice Manager - Pinnacle Wealth Management

IRIS IT
5
2019-10-03T06:48:19+00:00

Selena Launer, Practice Manager - Pinnacle Wealth Management

"Being a boutique Financial Planning practice with strict compliance requirements means we heavily rely on our IT to work without any issues. We have been fortunate over the years to be able to rely on IRIS IT (formerly Compunets) to meet our IT needs. The personal contact, guidance and knowing the people you are dealing with is really important to us, especially when they are ultimately in control of one of your most important business operations."