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.
A team of 11 based based in Connecticut with a 30+ year track record, Equinox Partners seeks to apply "Better Business Value Investing" to what we feel are overlooked and misvalued segments of equity markets. The firm specializes in emerging & frontier markets across sectors as well as precious metals mining and natural resource equities globally.
Insight Management Consultants ("Insight") is a management consulting and technology services firm dedicated to assisting clients who face strategic challenges and opportunities as they pursue sustained competitive success.
Insight has gained the reputation as a firm executives look to when experience counts. Each of our professionals has extensive experience managing critical components of corporations. Most have backgrounds partnering within the largest consulting firms in the country. Unlike many firms, Insight does not employ a highly leveraged model, which staffs projects with junior people. Our model recognizes that senior management wants experienced, qualified assistance for their most important projects.
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