TNC Advisors Competitors

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.

FOUNDED IN 1987, TRINITY is a community-driven, diverse team of real estate professionals with a proven track record of developing urban sites from New York to Greater Boston. We have the unique ability to complete complex, mixed-use projects overseeing all aspects of real estate – from finance to development to property management – on urban sites, especially those challenged by politics, infrastructure, environment or market profile. Our work spans half a dozen residential and commercial specialties, from multi-family housing to transit-oriented development. With over $3 billion in transformative development work, we have a reputation for delivering high-quality multifamily projects resulting in a stronger urban fabric – with a commitment to people, place and partners. We care about the communities where we invest because we live and work there too. Our projects reflect a distinctive urban focus, combining community sensitivity with financial acumen to create truly transformative projects. Our property management company, Trinity Management, was founded in 2012 and embodies an unparalleled commitment to residents and employees; enhancing communities and upholding a culture of outstanding quality, outside-the-box thinking, and diversity.

Horizon Wealth Management understands that wealth management is a lifelong process. Regardless of the financial stage of life you are in, we are here for you. As an independent firm, we specialize in creating investment strategies designed around you and your family's specific needs. We will provide you objective and unbiased guidance. Horizon Team: Gary Smith, CFP® - Leslie Hornback, CDFA®,PPC® - Andrew Atchison, RICP® - Sandy McLeod, LPL Registered Sales Assistant The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AL, AZ, CA, FL, GA, IL, IN, KY, MN, MO, NE, NJ, OH, PA, SC, TN, TX, VA, WA Financial Planning offered through Horizon Wealth Management, LLC, a Registered Investment Advisor and a separate entity from LPL Financial. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member SIPC, www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.