We hand-pick the CPAs, estate attorneys, and specialists we'd send our own families to, then quarterback the work between them so your plan moves cleanly across every desk it needs to touch.
A custodian is the independent institution that actually holds your money — safeguarding your accounts, settling trades, and handling the movement of funds. Winnacle never takes custody of your assets. We direct the strategy; the custodian holds the assets. That separation is a core protection for you.
We custody client accounts with Altruist, a modern, independent custodian built for fiduciary advisors and the families they serve.
Most plans touch professionals beyond your advisor. We've built trusted relationships across the fields yours is likely to reach — so when you need an introduction, we already know who to call and how to work with them. A representative range of what we coordinate, not a complete list. Already have a CPA or attorney you rely on? We'll work right alongside them.
CPAs and tax professionals for return preparation, bookkeeping, and property-tax assessment and protest.
Estate, family, business, and probate attorneys — wills and trusts, healthcare directives, divorce and QDROs, business succession, and estate settlement.
Independent brokers across property & casualty, life & disability, long-term care, and Medicare.
Local institutions and nonprofits — including McLennan Community College, where we teach the Retire Ready class each semester — plus faith, education, and charitable-giving partners.
When the plan calls for a specialist, we surface a name (sometimes two) and explain why that firm fits your situation.
If you want us to send the partner the relevant slice of your plan ahead of the meeting, we will. If not, no problem.
When the partner finishes, we update the plan to reflect it. The trust, the policy, the return. All reflected in one place.
15 minutes. Bring up any partners you already have, we coordinate with them.