Silver Oak Cellars was founded in 1972, renowned for crafting Cabernet Sauvignon. Fueled by passion and driven by a relentless pursuit of perfection, its meticulously crafted Cabernet Sauvignons are exclusively aged in American Oak, creating wines of elegance, complexity, and consistency. Silver Oak’s wineries in Napa Valley and Alexander Valley are the first production wineries to achieve LEED Platinum certification, underscoring Silver Oak’s leadership in sustainable winemaking. Their commitment to quality and excellence has expanded other wine varietals and brands across Twomey, Timeless Napa Valley, and Prince Hill Vineyards, each providing a unique yet consistently exceptional wine experience.
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.
Redwood Partners was founded in 1994 to support the talent needs of high growth technology companies. Over time, we evolved our business to support the needs of our clients and became investors as well.
We think strategically about growing the value of businesses and aligning with the priorities of CEO/Founders, Boards and Investors. Our goal is to build great organizations that are disruptive and industry-changing.
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