Broker Check

Pinnacle Trust Update: COVID-19 Preparedness

March 18, 2020

As the COVID-19 pandemic continues, we wanted to make you aware of the efforts Pinnacle Trust is taking to sustain the high-quality service, stability and flexibility you have come to expect from us, while striving to protect employees, clients and partners as well as ensure preparedness to run our operations in a contingency mode if necessary.


Given the current evolving environment, we are now directing a significant portion of our workforce to work remotely effective March 18. All unnecessary business travel is temporarily suspended.  Proper social distancing is strongly encouraged at all times.  Client meetings will be conducted, if possible, by phone or videoconference.  These arrangements are part of our business resiliency and continuity plans, and will help protect our employee base—both those working remotely and essential on-site staff—by creating social distance and limiting the transmission of germs and viruses.


Pinnacle Trust remains open and fully functional, and our teams continue to provide continuity of service and meet the needs of our clients and businesses effectively. We are confident that our current technology infrastructure and contingency plans throughout the company will enable us to maintain the integrity of our operations and high-quality services via personnel working from remote locations.


Please be assured that we will continue to regularly review the latest information, protocols and tools from the world’s leading health experts and government authorities so that our office and employees have the most up-to-date and relevant information.


Our actions are intended to protect the health and safety of our employees, clients and partners with whom we work, while continuing to provide the critical support our clients have entrusted with us. Particularly in this time of uncertainty and significant market volatility, you can feel confident we will continue to provide the same level of service you have come to expect over the years.


If you have any questions about our efforts to ensure business and operational efficiency, please do not hesitate to reach out to a member of your relationship management team.



Stacey Wall

Chief Executive Officer