Potential, LLP Competitors

Born in the mountains out of love for freeride skiing, our passion for adventure runs deep. We believe that freeride is a mindset, an attitude, a drive to challenge convention, to forge your own path, to explore and discover, and choosing your own line. Based on this, our purpose is simple. As for our products, they all enable the freedom to be adventurous. Whether horizontally or vertically, on skis, by bike, or on foot, they offer the optimal balance of style and performance. Our Scandinavian heritage is ever-present, and our commitment to doing better things in a better way is our never-ending responsibility. For memories, stories, products, and adventures that will withstand the test of time.

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.

Mission: Cultivating greatness in organizations and people...your trusted counsel. Insight Strategies, Inc (Insight) is based in Los Angeles, California. Insight has been consulting, coaching, training and speaking to an influential list of American, multi-national and international organizations since 1994. Insight's approach is designed to impact organizations on three levels... strategies, processes and people. Strategically, Insight's work involves goal development and alignment with the organizations stated or discovered success factors. Procedurally, Insight looks to process improvement initiatives that drive efficiencies, accountabilities and effective behaviors and skills within the ranks of executive and line level Management. Lastly, Insight works collaboratively with clients to develop and train their employees to be successful within this framework and execute against the strategy. Insight is best known for establishing trust quickly and gaining buy-in to initiatives with groups and individuals. Aside from the ability to impact strategies, processes, skills and behaviors, and get teams to excel collaboratively, Insight understands the nuances of "moving" individuals, teams, and organizations toward their vision.