Pinnacle Advisor Solutions Employee Directory

Financial ServicesMaryland, United States11-50 Employees

Pinnacle Advisor Solutions is a division of Pinnacle Advisory Group -- a leading fee-only independent wealth management firm that provides comprehensive financial planning and investment management to high net worth individuals and families.

Pinnacle Advisor Solutions (PAS) provides business services that support the independence and competitiveness of independent RIAs nationwide.  Our solutions address the three primary sources of pain articulated by advisors: investments, operations and compliance.  Our goal is to free the time of advisors by assuming these non-core activities so advisors can re-focus their time on clients, planning and new business development.  Then we work individually with advisors to build the firm with marketing and practice management solutions,

Industry pundits are calling for industry consolidation.  They are telling small wealth management firms they lack the resources to compete and must sell.  They are telling older wealth managers they lack a succession plan and must sell.  That may have been a reasonable conclusion 15-20 years ago.  Today there is Pinnacle Advisor Solutions. Don't Sell Your Firm, Redesign It!

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