Our Clients

We work with more than 1250 families and manage over $1.8 billion in assets for clients both in the mid-Atlantic region, and around the world. Our clients include successful professionals, corporate executives, business owners, entrepreneurs, and individuals and families with substantial and complex assets.

We act as our clients’ personal Chief Financial Officer, and ensure that their life 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 our clients live the lives they’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.

How we work with out-of-town clients.

Although Pinnacle is headquartered in Columbia, Maryland, we work with clients all over the world. Thanks to technology, we're able to make sure the experience of our out-of-the-area clients is as positive as that of our local clients.

To do that, we use...

  • Skype, GoToMeeting, and Prezi (an online presentation app) for virtual meetings and presentations.
  • A highly secure online client vault to store and exchange sensitive financial documents.
  • User-friendly online planning software, so clients can examine their financial plans, and see how changes to different variables effects the outcome.
  • Youtube, our website, and the Pinnacle Quarterly (our digital magazine) for client updates, briefings, and announcements.

What would you like to know about?