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.
VantagePoint is a finance transformation consultancy built by people who've done finance. We help CFOs, controllers, and finance leaders turn overstretched finance functions into lean, automated teams that close faster, report cleaner, and lead with confidence.
We never automate a mess. Process first, tech second. And we don't leave until the numbers prove it worked.
Our team are finance practitioners. We've been in the seat. We know what breaks, we know why, and we know how to fix it.
For over 15 years, Wize Solutions has been a trusted nationwide partner in warehouse infrastructure and material handling installations. From pallet rack and dock & door systems to specialty automation systems and permit management, we’ve delivered thousands of projects with a commitment to safety, quality, and precision — what we call The Wize Solutions Way.
As the industry evolves, so do we. Wize has expanded its proven installation expertise into warehouse automation, supporting leading integrators, OEMs, and end users across North America. Our teams bring the same discipline and field-tested experience that built our reputation — now applied to complex automated storage and retrieval systems, AMR based systems, conveyor, and more.
With a dedicated workforce of 475+ full-time W-2 installers, North American coverage, and rapid deployment capabilities, Wize Solutions ensures every project stays on schedule and aligned with customer objectives. Every site is staffed with an experienced Project Manager and Safety Coordinator, reflecting our commitment to execution excellence and zero compromise on safety or quality.
Wize Solutions — building the future of warehouse automation and material handling, one installation at a time.
Salt Lake City, Utah, US
Private
https://wizesolutions.com
61 Employees
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