For the Media

Pinnacle Advisory Group
  • Wealth Management Firm
  • Type: Independent Fee-Only
  • Offices: Columbia, MD, Naples & Miami, FL
  • Founded: 1993
  • Advisors: 15
  • Clients: 1,100+
  • AUM: $1.5 billion
  • Employees: 57
  • Awarded “Best Managed Practice” by Moss Adams (5x)
Pinnacle Advisor Solutions
  • Business Solutions for Advisors
  • Type:¬†Outsourced
  • Office: Morristown, NJ
  • Founded: 2011
  • Advisors: 15
  • Advisor AUM: $20 to $300 million
Pinnacle Experts

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John Hill CFP

Chief Executive Officer

  • Continuity Planning
  • Financial Planning
  • Practice Management
  • Creating Enterprise Value
  • Sales Effectiveness
  • Compensation & Hiring

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Peter McGratty CFA

VP Strategic Partnerships

  • Outsourcing
  • Investments
  • Practice Management

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Ken Solow CFP CLU ChFC

Founding Partner

  • Investment Markets
  • Business Cycle Commentary
  • Portfolio Construction / Portfolio Management
  • Tactical Asset Allocation

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Rick Vollaro CPA

Chief Investment Officer

  • Investment Markets
  • Business Cycle Commentary
  • Equity Sector Rotation
  • Fixed Income Sector Rotation
  • Exchange Traded Funds Analysis
  • Portfolio Construction / Management
  • Tactical Asset Allocation

mkitces2_260

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Michael Kitces CFP MSFS MTAX CLU ChFC RHU REBC CASL

Director of Research

  • Retirement Planning
  • Safe Withdrawal Rates
  • Long Term Care Insurance
  • Life Insurance
  • Reverse Mortgages
  • Future of Financial Planning Industry