Michael Green

wealth manager at Pinnacle Advisory Group - Columbia, MD, US

Michael Green's Contact Details
HQ
410-995-6630
Location
Company
Pinnacle Advisory Group
Michael Green's Company Details
Pinnacle Advisory Group logo, Pinnacle Advisory Group contact details

Pinnacle Advisory Group

Columbia, MD, US • 50 - 99 Employees
Financial Services

Pinnacle Advisory Group is a private wealth management firm, founded in 1993 and headquartered in Columbia, Maryland, with an additional office in Miami, Florida. We serve as your family's personal Chief Financial Officer, and ensure your overall financial 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 you live the life you'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.Those we work with include successful professionals, corporate executives, business owners, entrepreneurs, and individuals and families with substantial and complex assets. Our clients' investable assets typically exceed $1.5 million, but our present minimum for new clients is $500,000.We are strictly fee based and receive no commissions.

Active Investment Management Private Wealth Management Comprehensive Financial Planning Financial Services Financial Advisory Services Investment Banking Asset Management Finance
Details about Pinnacle Advisory Group
Frequently Asked Questions about Michael Green
Michael Green currently works for Pinnacle Advisory Group.
Michael Green's role at Pinnacle Advisory Group is wealth manager.
Michael Green's email address is ***@pinnacleadvisory.com. To view Michael Green's full email address, please signup to ConnectPlex.
Michael Green works in the Financial Services industry.
Michael Green's colleagues at Pinnacle Advisory Group are Ernesto Cedeno, Julie Gray, Nicole Eaglin, Rick Vollaro, Tim Mascari, Yogesh Alsundekar, Andrew Krone and others.
Michael Green's phone number is ["+14435420086"]
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