Pinnacle Advisory Group is a private wealth management firm, founded in 1993 and headquartered in Columbia, Maryland, with offices in Miami and Naples, Florida. We work with more than 1250 families and manage over $2 billion in assets for clients both in the mid-Atlantic region, and around the world.
We serve as our clients’ personal Chief Financial Officer and guide them in achieving their financial goals in a responsible way through comprehensive financial planning and active portfolio management.
Our mission is to provide our clients with the opportunity to attain their financial and life goals by guiding them in growing and protecting their assets and managing their financial lives. Our clients become part of our extended family and we enjoy 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. While our clients’ investable assets typically exceed $1 million, we are able to serve qualified investors with a minimum of $500,000 or more.