succession success

Our Own Succession Success

Throughout our past blogs, there is a consistent and recurring theme when we talk about succession planning—time—which is where our own succession story begins. Pinnacle Advisory Group’s three founding partners began planning for the firm’s succession and their own exit about ten years ago. The initial driver for starting the process of succession planning was…

Pinnacle Advisor Solutions Acquired by Congress Wealth Management, LLC

We are pleased to announce the acquisition of Pinnacle Advisor Solutions by Congress Wealth Management, LLC, an independent RIA headquartered in Boston, Massachusetts with seven offices across the country. Pinnacle Advisor Solutions (PAS) was founded to support the independent advisor, by providing business solutions and resources to help achieve their goals. Our mission remains the…

Are You Like Jeff Bezos?

Recently, Jeff Bezos, founder of Amazon, announced that he will be stepping down as CEO of retail giant Amazon after 27 years to focus on other passions.  Maybe the events and uncertainty of the past year has you thinking about Mr. Bezos and thinking its time for a change? If so, you are not alone. …

Preparing for the Next Bear Market

One of the more difficult lessons we learn as financial advisors is that our clients tend to forget the level of anxiety, and in some cases, absolute terror, that accompany bear markets. This bout of forgetfulness typically accompanies bull markets, or in the recent case, very long bull markets.  Those advisors who guided clients through…