(marketscreener.com) Pinnacle Advisory Group, a leading Wealth Management Firm in Columbia, MD with an office in Miami has sold to Congress Wealth Management, a Boston-based RIA. Pinnacle manages approximately $2.4 Billion in assets for 1250 families, and the combined business now has $5.8 Billion in assets, 83 employees and 7 offices nationwide. This press release...https://www.marketscreener.com/news/latest/Gladstone-Associates-Advises-Pinnacle-Advisory-Group-Inc-on-Its-Sale-to-Congress-Wealth-Management-L--33156459/?utm_medium=RSS&utm_content=20210504
Pinnacle is a Maryland-based financial consulting firm that provides wealth management, investment planning and other related services for enterprises.