Wealth Strategies Journal
Subject IndexAsset ProtectionBusiness SuccessionEstate PlanningFiduciary IssuesHigh Net Worth FamiliesInsuranceInvestmentsMarketingMultigenerational ValuesPhilanthropyRetirement Benefits

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Kenneth R. Solow
Pinnacle Advisory Group, Inc.
 
Kenneth Solow 6345 Woodside Court
Suite 100
Columbia, MD 21046
www.pinnacleadvisory.com
ksolow@pinnacleadvisory.com
Tel: (410) 995-6630
 
Certifications   CERTIFIED FINANCIAL PLANNER , Chartered Life Underwriter, Chartered Financial Consultant
 
Position   Chief Investment Officer, Founding Principal

Kenneth R. Solow, CFP®, CLU, ChFC is a founding principal and Chief Investment Officer for Pinnacle Advisory Group, Inc. Pinnacle is a Registered Investment Advisor located in Columbia, Maryland, specializing in providing private wealth management services for affluent clients. Pinnacle currently manages nearly $500 million in assets for more than 450 families in the Baltimore-Washington region and throughout the country.

Ken has offered creative financial solutions to business owners and professionals since 1984. He currently directs the research and tactical investment policy for the firm. Ken has recently been published in the Journal of Financial Planning, Financial Planning Magazine, and was also recently featured in an interview in the Wall Street Transcript. In 2006, Ken spoke on tactical asset allocation at the TDAmertrade National Conference in Orlando, Fla., and was the keynote speaker for the Portfolio Construction Conference in Sydney, Australia. He also spoke on New Paradigm investment strategy with industry commentator, Bob Veres, at the NAPFA Cutting Edge Conference in September in Indianapolis. Ken is a member of the Financial Planning Association and the Society of Financial Services Professionals, and is very active in the Maryland business community through the Rotary.

 
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