A critical element of excellent wealth management is a strong relationship with your advisors built on confidence and trust.
Pinnacle Advisory Group has assembled an experienced team of wealth planning and investment experts backed by a comprehensive team of dedicated specialists and support professionals. Our staff collectively offers an impressive set of credentials and designations including: Ph.D, M.B.A., J.D., CFA, CPA, CFP®, CLU, ChFC, CASL, CWPP, MSFS, MTAX, RHU, REBC, and RP®.
This extensive range of backgrounds permits us to provide our clients with planning advice and implementation and portfolio management of the highest quality. Our people have long real-world experience supporting their ability to innovate, source and structure solutions designed to meet our clients’ needs. Our in-house experts are also published authors and nationally- and internationally-recognized speakers.
|