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.