Impacte Affaires Competitors

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.

Who is Elevate and what do we elevate? We are a management consulting firm, with a different approach to doing business. As the name implies, we want to raise the bar, or: * Elevate the way management consulting services and products are developed, produced and delivered, * Elevate our clients’ abilities and experiences, * Elevate the way management consulting companies are run, fundamentally promoting a team environment and focusing on service and quality first and foremost; and * Elevate the professional profile of management consulting. From our offices in Victoria and Edmonton, we provide management consulting services, tailored to our clients’ unique needs. We help them strategically navigate through changing business landscapes and get them where they need to be. Our team takes a collaborative approach to every engagement, working with our clients, their staff and stakeholders, to develop solutions that are actionable and achievable. We have built our reputation on providing services that are impartial and objective, offering a comprehensive suite of services that support our clients through full business cycles. Our approaches balance trusted methodologies with innovation and creativity, resulting in solutions that are unique to our clients’ business needs.

Mosaic Partners is an entrepreneurial, customer-centric and strategic marketing consulting and coaching firm focused on creating value and developing sustainable advantage across a diverse set of industries and sizes of companies. Over the past 25 years, we have helped companies and leaders shift their go-to-market perspective from competing on product and price to innovating and delivering superior customer value.