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.
Headquartered in Highlands Ranch, Colorado, Dynamic Solutions International (DSI) is a leading international provider of data protection solutions and comprehensive professional services, for all sized organizations. DSI is a privately held company that currently serves more than 2,000 customers worldwide.
Creative Visions is a strategic event solution provider, translating event objectives into a vision, and the vision into reality using holistic strategy, in-house expertise, and evaluation to guarantee high-impact events.
WE DESIGN
Talent | Speakers | Entertainment | Lighting | Sound | Video | Scenery | Environmental Design | 3-D Rendering | Scripting | On-Site Staff | Graphic Design | Video | Motion Graphics | Presentation Coaching | Registration | Measurement | ROI Analysis | Virtual Events | Hybrid Events
WE EXECUTE
Concept Design and Development | Project Management | CAD, Vectorworks and WSI WYG Drafting and Rendering | Sound, Lighting, Video and Staging Setup | Stage Direction, Management and Show Operations | PowerPoint, Audience Response and Media Content Development | Venue Selection | Catering Management | Entertainment Talent Booking | Hospitality and Registration Management | Transportation, Shipping and Logistical Services
WE MEASURE
Audience Response Real-time Event Evaluations | Post-event Evaluations | Impact Reports | Infographics | ROI Analyses | Net Engagement Tracker | ROI of Engagement Resource Center
Get contact details of over 700M profiles across 60M
companies – all with industry-leading accuracy. Sales and Recruiter users, try out our
Email Finder Extension.
Find business and personal emails and mobile phone numbers
with exclusive coverage across niche job titles, industries, and more
for unparalleled targeting. Also
available via our
Contact Data API.