Witherspoon Partners Competitors

Northstar Capital is a private equity firm headquartered in Minneapolis, MN specializing in junior capital investments and equity co-investments in lower middle market companies.

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 SummitWealth Partners, we work with businesses to provide specialized financial plans and to supplement existing employee benefits portfolios. Now more than ever before, it is essential to have a financial professional with the resources to help you execute an effective long-term plan. SummitWealth Partners provides the following consulting services, along with the resources to carry all plans through to completion: