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Pinnacle Advisory Group is a private wealth management firm, founded in 1993 and headquartered in Columbia, Maryland, with additional offices in Naples and Miami, Florida. We work with more than 1100 families and manage over $1.8 billion in assets for clients in the mid-Atlantic region, Florida and around the world.
We serve 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 active portfolio 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.
Those we work with include successful professionals, corporate executives, business owners, entrepreneurs, and individuals and families with substantial and complex assets. Our clients’ investable assets typically exceed $1.5 million, but our present minimum for new clients is $500,000.
We are strictly fee based and receive no commissions.
Experts for your success.
We assist you with running projects, improving processes and managing change in a way that will allow your company to draw the greatest possible benefit from it. Our experienced team of international experts is ready to support you – with industry-specific expertise in a plethora of diverse business sectors. We cooperate with our clients on the basis of mutual respect, openness and curiosity in order to drive sustainable improvements.
Energy for your goals.
next level is present at 10 locations world-wide. We offer our services in 12 languages. Our clientele ranges from small to medium-size enterprises all the way to international corporations. Client satisfaction is our true measuring stick for our success.
next level partners with prominent project management associations such as IPMA®, is a Registered Education Provider for the PMI® as well as an APMG accredited training association for PRINCE2®. We cooperate with international enterprises and institutes rated as top achievers in their respective areas of expertise.
Specialtisations
These are the services we offer: certification for PMI®, IPMA®, PRINCE2®, Interim Management, training, coaching and consulting for project management, process management and change management, project audit, conceptualisation and organisation of events.