KAP Planning 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.

Retirement Planning Solutions was founded on hard work, trust, and personal service. We begin by helping you pinpoint what is truly important to you and your family -- both today and in your future. Once your goals are established, we help you create a step-by-step income plan to guide you from where you are now to where you want to be. Our goal at Retirement Planning Solutions is to be your trusted wealth advisor by offering objective advice based on our integrity, industry knowledge, and years of professional experience Securities offered through Silver Oak Securities, Inc., A Registered Broker/Dealer, Member FINRA/SIPC. Advisory Services offered through Retirement Planning Solutions, LLC an SEC Registered Investment Advisor. Retirement Planning Solutions is not affiliated with nor endorsed by Silver Oak Securities. www.finra.org www.sipc.org All third-party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice.

Wealth Design Group is one of Sacramento's preeminent financial services firms. We define our role as advocates on behalf of businesses and families who require highly specialized financial services. We specialize in working with families and owners of closely held businesses under a variety of comprehensive planning strategies and tactics. Our goal is to help clients maximize value and minimize risk for their assets to build financial freedom. The President and Principal of Wealth Design Group is Gary Pevey. Gary joined the financial services industry in 1977. He is a Retirement Income Certified Professional (RICP), Charter Life Underwriter (CLU) and Charter Financial Consultant (ChFC). His background includes the asset valuation and operational budget planning for multi-million dollar commercial and agricultural businesses. Gary is a 25-year qualifying and life member of the Million Dollar Round Table. As an independent wealth strategies company, Wealth Design Group's responsibility is to provide our clients with financial solutions and sophisticated resources to facilitate the complex corporate and personal financial decisions our clients must make. Wealth Design Group has operated for over two decades in the Sacramento community, building a reputation based on consistent results and integrity. In this way we've established a solid base of satisfied clients who highly recommend us to their friends and colleagues. Let us help you in building financial freedom for you and your family.