Lee & Lee Competitors

All at the same table. All on your side. At Pinnacle, we pride ourselves on being more than just financial advisors. We are your collaborators in precision and your trusted delegates on the path to comprehensive wealth management. We illuminate the complexities of financial planning, guiding you through every step. In coordination with professionals, we fuse our strengths to meet your unique financial needs. As our valued client, you are at the heart of our commitment. Your finances are not simply a footnote in reaching a final destination, but a valuable component in the story of your life. We’re here to help you embrace and achieve each milestone together. Let us help you worry-free planning for a secure tomorrow with services including: - Wealth Management - Trust Management - Corporate Trusts - Company Retirement Plans - Wealth Collaboration - Institutional Investing Reach out to learn more about Pinnacle Advisors or explore our website at: https://www.pinnacleadvisors.com Pinnacle is a fee-only Wealth Management firm working with affluent individuals, business owners and their families. Pinnacle sells no products and receives no income from any third party. Pinnacle is an SEC Registered Investment Adviser, which legally makes Pinnacle a FIDUCIARY to its clients under both state and federal law.

A premier, expert-driven defense services company, Horizon Strategies offers value-focused administrative and professional services, strategy and planning, and exercise support to DoD, industry and academic clients. Horizon Strategies experts bring decades of professional experience to the most intractable problems, with no challenge too complex.

Optimum Strategies helps CPA firms of $1 million to $20 million succeed in M&A and achieve the right mix of performance, profitability and continuity. When you need a pragmatic advisor with recent and relevant experience in the trenches, we will be your source for practical, results-driven strategies to optimize internal or external succession. Chief Operating Executive Ira Rosenbloom offers the unique combination of entrepreneurial perspectives gained as managing member of a mid-sized New Jersey firm and the corporate perspectives earned as a practice leader after combining with a top regional firm. After a 25+ year career as a public accountant, Ira works with dozens of firms annually primarily in the Mid- Atlantic States to strengthen practice management, enhance profitability, develop practice continuity, refine processes, optimize personnel and create effective succession plans. Connect with Ira's profile here: http://bit.ly/IRAconnect The focus of our work with clients is helping them implement effective strategies while also fine-tuning the fundamentals of their practice operations so firms are well positioned for optimum financial success today and succession planning for tomorrow. Our strong knowledge of the factors in the Mid- Atlantic States makes us very effective with what we call the Four P’s: Ø profitability expansion Ø performance improvement Ø personnel optimization Ø practice continuity Each engagement is custom tailored to the specific firm needs so we can act as an adviser, a coach, or even an outsourced member of the team. We also work with firms on planning and facilitating partner retreats and developing in-house workshops and training. We help you build your specific firm action plan for the future – the roadmap that aligns your clients, personnel and services for optimum results.