Andrew Perri, President of Pinnacle Wealth Management, is a respected and trusted advisor to a select group of retirees, executives, and business owners from across the nation. He also serves as Managing Director of Charitable Income Solutions, a strategic consulting company assisting the planned giving and non- profit market place. Andrew began his career more than 19 years ago with AXA Advisors in their Estate Planning Program. After recognizing the need to provide more comprehensive and independent solutions for his clients he co-founded Pinnacle Wealth Management.
Andrew and his team specialize in wealth preservation, wealth transfer and taxation of qualified retirement plans. Andrew enjoys a passion for researching and implementing advanced strategies that benefit his affluent and high net worth clients. Through his unique 5-Point Perpetual Income Plan, he strives to maximize the risk adjusted return for his clients while reducing their risk during the income phase of retirement.
Education has always been the cornerstone of Andrew’s evolution into advanced strategies to help his clients preserve, protect, and grow their wealth. He is a Certified Wealth Strategist, CWS, from the Cannon Institute. Most recently Andrew completed a certification program at the University of Penn’s Wharton School of Business, called “A New Model for Understanding Retirement Risk.”
Since 1996, Mr. Perri has been a sought after public speaker in the areas of wealth accumulation and wealth transfer strategies. His seminars and focus group workshops have been widely attended by retirees, business owners, executives, and directors of charitable organizations from throughout the United States.
A 30 year resident of Brighton, Michigan, Andrew and his wife Beth are proud parents of their 3 children, Emma, Louis, and Samuel.
If you are looking for a competent advisor to help you or your client’s make smart financial choices, Andrew and his team are only a phone call away.