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OUR FINANCIAL PLANNING SERVICES ARE BUILT ON TRUST, TRANSPARENCY, AND ACCOUNTABILITY.

Pinnacle Wealth’s mission is to inspire our clients to achieve True Wealth through a combination of education, communication and service, which exceeds their expectations. We offer a truly independent solution. We specialize in financial planning and wealth management for retirees and soon to be retirees. Let us help you discover what it feels like to have confidence, security, and peace of mind in retirement so you can focus on what is truly important to you.

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<strong>OUR SECOND OPINION SERVICE&#160;</strong>

OUR SECOND OPINION SERVICE 

The Pinnacle Second Opinion is different than others. Are you concerned about the fate of your wealth?

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THE CASE FOR INDEPENDENCE

THE CASE FOR INDEPENDENCE

Pinnacle Wealth is Independent. We are free and legally obligated to pursue the best opportunities and strategies to benefit our clients.

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ADVANCED TAX PLANNING

ADVANCED TAX PLANNING

A plan without specific, personalized long-range tax strategies is a plan most likely to fail.

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RESOURCES

RESOURCES


Let's talk about your investment strategies.

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WELCOME TO THE FAMILY!

WELCOME TO THE FAMILY!

When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.

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YOUR GOALS ARE OUR GOALS.

YOUR GOALS ARE OUR GOALS.

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

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<strong>WE GO WITH YOU, WHEREVER THE ROAD OF LIFE TAKES YOU.&#160;</strong>

WE GO WITH YOU, WHEREVER THE ROAD OF LIFE TAKES YOU. 

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

Meet Our Team

Andrew S. Perri

Andrew S. Perri

President and Founder

810-220-6322

Chris Szuch

Chris Szuch

Client Service Specialist

810-220-6322

Ernie Perri

Ernie Perri

CSM - Chief Smile Maker

Eve Gaiser

Eve Gaiser

Director of Operations

810-220-6322

Jessica Czajka

Jessica Czajka

Director of Marketing and Client Events

810-220-6322

Mark  Wojno, CPA and Tax Preparer

Mark Wojno, CPA and Tax Preparer

Investment Advisor Representative and CPA

810-220-6322

Steven Brown

Steven Brown

Associate Advisor

810-220-6322

Toni Reder

Toni Reder

Client Support Representative

810-220-6322

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