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.
Quantum Group is your essential print communications partner. Providing our customers leading-edge print & communication technology innovations since 1992.
We back founders who are reimagining the world. We invest $1-10m early, in those building daring adventures across Europe.
Our partners have worked in leading Silicon Valley startups since the dawn of the Internet and have collectively amassed over 50 years in tech on both sides of the Atlantic.
We are a small team of investors and startup operators who make just a small number of new investments per year, so every relationship matters. We appreciate that success is not built overnight; we are in it for the long haul. We are humble, curious, open and straightforward — having learned from both mistakes and successes.
Read about our thesis-driven approach to investing and what you can expect when working with us on our website.