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.
DI is the premiere source for consumer electronics accessories that make daily life easier, more productive and more enjoyable. While other accessories manufacturers put their time and money into copying each others' products, we put ours into understanding the big and small issues facing consumers, and inventing clever but simple solutions to these problems.
This spirit of innovation has allowed us to develop and market patented and industry-leading products for screen cleaning (ScreenDr®), tangle-free earbud/headphone storage (The Nest™), laser lens cleaning (CleanDr® featuring Zero Clearance™ Technology), radiation-shielded laptop desks (LapGuard™), and optical disc repair (SkipDr®). We market these products through some of the largest retailers in the U.S. and have sold almost ten million units of our original product, SkipDr, making it arguably the most successful consumer electronic accessory in history…at least until it's surpassed by ScreenDr, The Nest, or something else we'll surely invent as new technologies, and their attendant problems, continue to emerge.
We are the go-to growth consulting firm for visionary B2B technology and services executives with audacious revenue goals.
GROWTH STRATEGY
Set up your business to pull ahead—and stay ahead—of the competition with clear, actionable strategies.
GROWTH OPERATIONS
Build a reliable, scalable growth engine capable of transforming even your most audacious growth goals into reality.
GROWTH ACTIVATION
Make the leap from idea to impact, mobilizing your organization to deliver on milestones and hit aggressive revenue targets.
We help you build leverage across sales, marketing, customer, and product functions. We recognize patterns. We see around corners. We break down silos and drive tough decisions—from strategy to messaging to AI.
You’ve got a big number and no time to waste. We’ve got your back.