Pinnacle Advisory Group is one of the nation’s leading independent wealth management firms. Founded in 1993 and with offices in Columbia, Maryland and Naples, Florida, Pinnacle works with over 800 individuals and families and manages more than $1.1 billion of their wealth. Pinnacle is a four-time winner of the coveted Moss Adams Best Managed Practice Award.
Pinnacle serves as your family’s personal Chief Financial Officer, and ensure your overall financial goals are met in a responsible way, through the combination of comprehensive financial planning and risk-managed investment management. Our team has a single mission: to help you live the life you’ve worked so hard to enjoy. When we take on new clients, they become part of our extended family, and in the past two decades, we’ve developed multi-generational relationships with many of them.
Pinnacle works with successful professionals, corporate executives, business owners, entrepreneurs, and individuals and families with substantial and complex assets. Our clients’ investable assets typically exceed $1 million, but our present minimum for new clients is $750,000.
For more information, please visit www.PinnacleAdvisory.com.