AAA Tax & Accounting is merging with Pinnacle Wealth & Tax Management

Pinnacle Wealth & Tax Management Merges with AAA Tax & Accounting

ACCESSWIRE December 2022-   PRESS RELEASE

BRIGHTON, MI / ACCESSWIRE / December 3, 2022 / Pinnacle Wealth Management, Inc./Pinnacle Tax Advisory, LLC and AAA Tax & Accounting, Inc. both firms located in Brighton, have recently merged.

Pinnacle Wealth and Tax Management is an independent, SEC Registered Investment Advisory firm. Pinnacle specializes in Holistic Wealth and Tax Planning.

Andrew Perri, President of Pinnacle Wealth, has been in the wealth management and tax industry for 26 years serving many hundreds of families throughout the country. He is an Accredited Investment Fiduciary and Registered Financial Consultant.

Gene Juergens (EA) President of AAA Tax & Accounting has been in the tax planning and tax preparation business since 2002. Juergens currently serves over a thousand business and individual clients in the Livingston County area as well as in many states outside Michigan.

Says Perri: “I’m very excited to continue working with Gene. His passion, heart, devotion, and expertise were evident over 20 years ago when we first met and began to “unofficially” work together.   It didn’t take us long to figure out that we could provide our clients with a more powerful solution by merging our companies. We have the same culture, the same values, and the same focus, so it truly is a match made in heaven.”

“I couldn’t be happier,” says Juergens. “Combining our businesses and outstanding team members with our extensive network of support professionals allows us to provide unique comprehensive planning services to our clients. I am particularly pleased that the disciplined planning process we follow meets the new standards of the Department of Labor as being entirely in the best interest of our clients. A true fiduciary role with proactive tax planning advice…  The best of both worlds!!

Juergens continued: “Andrew and I have known each other since 2002, and he has personally helped my family with planning needs since early 2007. Over the last 17 years leading up to our merger, Andrew and I have worked together with clients in their actual planning meetings. Through this hands-on interaction between us, our teams, and our clients, we overwhelmingly validated that a merger would indeed be best for our clients.”  Together we have over 46 years of experience serving clients in Livingston County and throughout the country.

As a result of the merger, AAA Tax & Accounting will now be Pinnacle Wealth & Tax Management. Juergen and his team will continue to serve their existing clients.    Gene will also assume the position of Director of Business and Tax Consulting for the Pinnacle Companies.

All AAA Tax & Accounting, Inc clients will continue to see Gene at their current location at 515 W. Main Street in Brighton

More details can be obtained at www.mytaxwiseteam.com

Contact Pinnacle Wealth Management:

Eve Gaiser 810-220-6322   team@pinnaclewealthonline.com 7600 Grand River #220 Brighton, MI 48114

SOURCE: Pinnacle Wealth Management, Inc.