Making wise fiscal choices can be extremely stressful, and a single wrong turn can put your future plans — and those of your family — out of reach. Wouldn’t you feel better knowing that a team of experts is both watching your money and steering you through today’s many financial minefields? Imagine being able to leave your fiscal worries behind and focus your time and attention on the things you really enjoy.
That’s what Pinnacle’s Private Wealth Management can do for you.
What Is Private Wealth Management?
Private wealth management is a highly sophisticated combination of financial planning, investment management, and personal relationship, with the ultimate aim of helping clients achieve their financial life goals. To put it another way, imagine you were planning a car trip from Washington, D.C. to Los Angeles. You’d need both a reliable map (or these days, a GPS system) and enough gas in your tank to reach your goal successfully. The same holds true for your financial goals: Financial planning is the map, showing you exactly what you need to do to reach your destination successfully, while investment management ensures you have enough money (or gas in the tank) to do so.
At Pinnacle Advisory Group, we combine both personalized, industry-leading financial planning and groundbreaking investment management. After all, what’s the point of securing your financial health if you can’t do what you want with it? And what’s the use of creating a plan to achieve your dreams if you lack the financial means to get you there?
In 1993, our founders started Pinnacle with the goal of creating the perfect financial advisory firm — the kind of place they themselves would feel safe entrusting their own money and future. We think they succeeded. Ken Solow, a founding partner and our Chief Investment Officer, was a pioneer in Active Portfolio Management — the once derided investment strategy whose proven success is now transforming the investment world. He literally wrote the book that has become the bible of an entire investment movement.
And Michael Kitces, our Director of Planning Research (and also a partner) is widely considered one of the most brilliant minds in the financial planning profession. Financial Planning magazine labeled him the industry’s “Deep Thinker,” and in 2010, the Financial Planning Association honored him with the Heart of Financial Planning Award — the industry’s greatest recognition. While generally given as a life-time achievement award, Michael won it at the age of 33.
With industry leaders like Ken Solow and Michael Kitces guiding our investing and financial planning, Pinnacle is able to offer our select clientele a level of private wealth management unrivaled by any other firm.