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.
At TechStar Solutions Inc., we believe that technology should support and enhance your organization’s success, not constrain it. With our wide range of best-in-class services, we provide customized solutions that fit your unique IT needs. We’re committed to excelling at our job so you can focus on doing yours.
At One Source Solutions, our clients are not only provided with a fully supported and integrated ERP system to help manage their business, but also provided a team to operate the ERP system for them. This allows our clients to focus more of their attention on their product development, sales, and marketing.