Clarity for Founders. Confidence for What’s Next.

You’ve built something from nothing. Now the real work begins - scaling smart, exiting well, and protecting what you’ve earned.

That’s where I come in.

I bring 32 years of experience advising founders and business owners through high-stakes financial transitions. I grew up in a family business with 25 stores across Texas, worked every job in it, and learned firsthand what it takes to grow, lead, and eventually let go.

At Pinnacle Wealth Advisory, I focus on:

1. Clarifying the Business Side
We uncover blind spots (financial) through business analysis and transition planning. Then we can bring in the right CFOs, CROs, and systems to scale or sell with confidence.

2. Structuring the Personal Side
From investment management to tax and estate planning, I align your personal wealth strategy with your long-term vision. My CIMA® certification reflects a rigorous standard of investment advice, financial planning, and fiduciary excellence - earned through intensive education, experience, and ongoing ethical commitment.

3. Guiding the Transition
Whether you’re preparing for an exit, generational succession, or just more time off, I help you make confident, tax-aware decisions...before, during, and after the transition.

My comprehensive approach includes business valuation analysis, tax planning modeling, succession planning, and post-sale wealth management. I collaborate with top-tier tax attorneys, CPAs, estate planning attorneys, and investment bankers to create customized solutions aligned with each client’s goals.

As a fiduciary advisor, I work solely in your best interest. My process integrates everything from complex tax modeling to legacy planning, always grounded in your goals and values.

If you’re a business owner thinking about what’s next, I’d be glad to talk.

Doug Greenberg

Al Lyman

Pursuit Athletic Performance

Health And Aging Coach

Al is the owner/co-founder of Pursuit Athletic Performance, LLC, and has been coaching endurance athletes from all walks of life and ability levels since 1999. He's also a retired member of the U.S. Coast Guard Band and presently a percussionist and librarian for the Venice Symphony, in Venice. 

Pursuit Athletic Performance is an internationally recognized gait analysis laboratory and coaching company for athletes from all sports. Coach Al opened "PAP" along with sports physician, Dr. Kurt Strecker, in 2010 in Old Saybrook, CT. The "brick and mortar" analysis lab moved to Chester, CT in 2015, and subsequently evolved into an online-only analysis system in 2016.  

"Team Pursuit" athletes of every age and ability level from around the globe continue to compete successfully at various race distances in swimming, running, and multisport, doing it all with a "movement quality first" approach to training. Among the many athletes Coach Al has helped reach their ultimate potential is 5-time Age Group Ironman World Champion and 40-44 age-group course record holder, Lisbeth Kenyon. 

Current Certifications: USA Triathlon, Fascial Stretch Therapist with Stretch To Win, Functional Range Conditioning Mobility Specialist, National Strength and Conditioning Association (CSCS), Dragon Door (HKC), Cooper Institute for Aerobics Research (Fitness Specialist), Functional Movement Screen provider (FMS), Barefoot Training Specialist (Evidenced Based Fitness Academy). He is also certified in clinical gait analysis by Medical Motion, a subsidiary of Sports Motion, Inc.

As an athlete, Coach Al is a multi-time marathon finisher with a personal best of 2:39:37 at the Boston Marathon, and a nine-time Ironman Triathlon finisher, including three finishes at the Ironman World Championships in Kona, Hawaii.

Owner

The Venice Symphony

Librarian

The Venice Symphony 

Percussionist

Stretch To Win Center and Institute

Fascial Stretch Therapist Level 1

Triathlon Academy

Coach

The Age Optimizer | I coach aging and aspiring adults to take back control of their health so they can live stronger in their second half | Motivational Speaker | Author of 𝐴𝑔𝑒 𝑊𝑒𝑙𝑙 𝑎𝑛𝑑 𝐹𝑒𝑒𝑙 𝐺𝑟𝑒𝑎𝑡

I’m 64. Since my mid-20s, I’ve wanted to live disease, doctor, and drug free, to give myself the best chance to die healthy at a ripe old age of around 120! 

It might sound like a pipedream, but I'm telling you, I’ve spent my entire life thinking about and researching what it would take to make it happen and then living every day to give myself the best chance. 

Now I’m helping others – the young and not-so-young - to also have their shot at a life free of chronic disease and dysfunction. 

Imagine being there for your great-grandkids and racing them around the yard!  Or imagine being able to travel the world and hike into your 100s, with no limits to what you want to do or where you want to go. We ALL have our own WHY.  For me, and I hope for you, the idea of being able to create those kinds of memories just fires me up.

If you’re thinking it might be cool to beat the “doctor dance” and take back your health and vitality, reach out. I’d love to help.

DM or go to this link to book a call:  https://calendly.com/al-lyman/15-minute-intro-call

taplio

The Battle

Doug Greenberg

Al Lyman

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