Private wealth management is a combination of financial planning, investment management, and goal setting. When performed successfully, it can help you identify and achieve the dreams you have for your future.
Advanced Financial Planning
Retirement and Social Security planning, charitable giving, tax mitigation strategies, estate planning… our Wealth Managers can do it all. Pinnacle Advisory Group has assembled a veritable all-star team of professional Wealth Managers, with expertise that goes well beyond what you’ll find at most firms.
While the Wealth Managers work with their own individual clients, they also meet together regularly to discuss specific cases. As a result, the Pinnacle client benefits both from the personal attention of his or her own planner, and from the combined wisdom and experience of the entire team.
Since 2002 Pinnacle has been an industry leader in active and tactically managed portfolios. We believe that relying on financial markets to deliver historical average returns in all market circumstances increases the risk that our clients will not be able to achieve their financial goals. We’ve also learned that there’s more than one way to actively manage a portfolio successfully. Just as a car, motorcycle, and SUV can each take you from point A to point B, different active investment strategies can also get you to the same financial goal. The decision between them comes down to individual preference, priorities, and investment personality.
The Best of Both Worlds
Pinnacle combines the best of both large and small financial advisory firms to deliver to our clients truly boutique service.
We have a dedicated investment team, with a large budget for independent market research. Unlike the smaller firms, our Wealth Managers aren’t forced to juggle financial planning, client relationships, and portfolio management. They’re free to focus on you and your goals, while our investment analysts watch over your portfolio.
At the same time, you won’t get lost in the crowd at Pinnacle. Unlike the impersonal, anonymous nature of the big financial firms, you’ll work one-on-one with your own Wealth Manager, who will be your primary advisor for the entirety of your time with Pinnacle. In fact, we have a growing number of multi-generational client families—the grandparents started with one of our advisors two decades ago, and now their children and grandchildren are continuing that relationship.
ASSETS UNDER MANAGEMENT: Over $2 billion
OFFICES: Columbia, Maryland; Miami, Florida; Naples, Florida