Poner a las personas en el centro de las organizaciones y generar un impacto en la sociedad es el discurso habitual de las consultoras hoy en día; sean todos bienvenidos, para nosotros siempre ha sido así.
Creemos en una consultoría donde se conectan dinámicamente alto rendimiento e integridad, solidez y vitalidad, y servicios de clase mundial y un estimulante espíritu emprendedor. Nada nos importa más que las personas, nada nos ocupa más que su talento y desarrollo. Todo nace aquí; en las personas y en la interacción humana. Es esta interacción la que nos provoca intelectualmente, nos forma como líderes y nos mantiene en constante movimiento.
Estamos aquí para desafiar, y molestar, al que crea que la alta consultoría sigue siendo grande, calculadora y transaccional.
Una disciplina colaborativa, clara, sin jerga, sin tonterías; así es como se relacionan los seres humanos y así es como se relaciona Matrix.
Creemos que nadie puede hacer esto como nosotros.
Creemos que la interacción impacta
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.
Synergy Business Solutions makes your financials, projects, and government compliance much easier through implementing and supporting financial and ERP software--Microsoft Dynamics SL (Cloud or on-premise).
Synergy solutions solve your pressing challenges with financial management, project accounting, DCAA compliance, revenue recognition, materials management, budgeting, bidding, and/or financial reporting.
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