Peter is Vice President of Strategic Partnerships of Congress Wealth Advisor Solutions. Peter helped co-found our Advisor Solutions offering in 2011. With more than twenty years of experience in finance, Peter is responsible for all aspects of the business including sales and marketing and business development.

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…