Pinnacle’s mission is to provide our client and their families with comprehensive, fee-only wealth management utilizing the highest degree of service, professionalism, honesty and integrity. Pinnacle, acting as a fiduciary, strives to deliver these wealth management programs with the goal of creating significant and positive change in the personal and financial lives of each client. Pinnacle is a fee-only Wealth Management firm working with affluent individuals, business owners and their families. Pinnacle sells no products and receives no income from any third party. Pinnacle is an SEC Registered Investment Adviser, which legally makes Pinnacle a FIDUCIARY to its clients under both state and federal law.

ASG was originally founded in 1999 by Heinrich Dannhauser in South Africa as a diverse organisation involved in software development, management consulting, property development and more. In 2006, after great success in all the above areas, Heinrich decided to expand into the sports distribution industry. He did this with the establishment of ASG Sport Solutions (www.asgsport.co.za) and securing the exclusive agency for Rudy Project, Pinarello and Sidi in Southern Africa. In 2011 ASG International (www.asgint.com) was established as a strategic partnership between ASG Sport Solutions South Africa and italian bike bag company SCICON (www.sciconbags.com). Based in the north east of Italy (Mussolente, Veneto) ASG International is perfectly placed to conduct business in a wide range of sectors including cycling clothing Ftech (www.ftech.it), brands distribution, retail, events, travel and custom concepts. In 2016, the venture capital group Capitalworks, bought a stake in ASG, allowing the Group to rapidly expand its operations on a global scale. In 2017 ASG International expanded its operations to include specialised sport sponsorship, licensing and marketing services in the form of ASG Sport Management (www.asgsportmanagement.com) based in Montecarlo (Monaco). Later in 2017 ASG North America was formed. Ellsworth (www.ellsworthbikes.com) were introduced to the brand portfolio. ASG North America will assume the role of distribution for SCICON within the Usa.

White Oak Partners is an experienced owner-operator specializing in institutional-quality multifamily housing. Based in Columbus, Ohio, White Oak has acquired over 18,500 multifamily units, with a market value of $4.3 billion, since inception under the direction of its leadership team, which averages over 25 years of experience. White Oak builds on the track record of its Founder, Michael J. Menzer, who owned and managed approximately 100,000 multifamily units in 47 states while building his prior multifamily firm, Paramount Financial Group, from 1987-2004. Investment strategies generally target core-plus and value-add multifamily communities in desirable suburban and infill locations of large secondary U.S. metropolitan statistical areas that have resilient economies and magnetic growth potential. Disclaimer: White Oak Partners does not approve or endorse any third party communications posted on their site.

The number one differentiator for any organization is the team behind the work. We believe in the abilities of a single, inspired individual. We believe in the power of an interconnected team of retail thinkers and creators to impact brands and bottom lines. We’re a team of streetwise data scientists and imagination makers. Savvy real estate facilitators, strategists, connectors, and big idea designers. But most importantly, we’re collaborators–strategic partners in our clients’ journey toward meaningful retail experiences.

Most financial firms focus on the products, procedures, and technicalities that make investing difficult to understand and even harder to find success. The all-consuming fixation on performance and the bottom line of the firm means things like your needs, wants, and goals for the future take a back seat.Elsass Financial Group works a little differently.Our first step is to truly understand our clients’ needs and build a comprehensive financial plan designed to meet those needs through investments, savings plans, and an adaptable framework. The plans we design are unbiased, objective, and always in the clients’ best interest. We pride ourselves on being independent advisors that answer only to the client.Our fee-based structure allows the client and financial advisor to work in concert to help achieve goals and dreams. Fee-based means that our compensation is derived from a percentage of assets or a flat rate. We believe it is fairer, more objective, and more transparent than a traditional commission-based relationship.Lastly, our goal is to provide a service that endures multiple generations. At the core of this service is our client-focused service model. We are always striving to exceed our clients’ expectations through continued learning, quality recommendations, and truly caring about them and their families’ needs.

Provides analytical support, executes research assignments, and reviews, proofs and edits various written communications using AI and other data platforms, such as OMAC (OFiN).

We build retirement plans our clients can understand. Our clients have worked hard. We create financial strategies to turn their retirement hopes into a reality.

Registered client service specialist and administrative support for Managing Principal.

We are financial professionals who invest in more than just markets.

The professionals on our team offer comprehensive financial planning and wealth management services catering to the needs of closely held and privately held businesses and professional practices.

• Created metrics and graphical displays for descriptive statistics for Fortune 60 client • Reviewed survey designs for industry benchmarking studies distributed to external executives • Produced contract management operations analysis for a Fortune 35 client

Registered Investment Advisory Firm that provides client centric financial planning and wealth management services for high net worth individuals throughout the country. Areas of practice concentration continue to be executives- primarily health care related, entrepreneurs and professional athletes.