The right Financial partner for you

We came together with one goal in mind, to create value for clients.

Letter to Clients

Our Process

We get to know you: your desires, your goals, your financial history. We use that knowledge and apply our collective experience to help you navigate your financial life.

Investment Philosphy

Investing shouldn’t be complicated. Good investing should be goal-oriented, disciplined, long term, low turnover, and low cost.

Financial Planning Philosophy

Our philosophy is that Financial Planning is an ongoing process. We build a plan around you and your goals. We then seek to proactively identify current and emerging issues based on what we know about you, your situation and your financial objectives.

about us

Our goal is to improve our clients’ financial lives. This starts with getting to know you - understanding what’s important to you, your goals, and your values.

Our client focus extends to the decisions we make about our business by being independent, maintaining objectivity, and minimizing conflicts of interest.

How Accretive is different

Accretive Wealth Partners is a fiduciary, fee only firm. This means we have to act in the best interest of our clients. While this sounds intuitive, not all private wealth management firms need to behave under this same standard. Being fee-only helps us to be independent, consultative, and objective so our clients have confidence they are getting our unbiased, best thinking.

Our collective experience in the Private Wealth Management industry helps us understand the issues you face and provide solutions to help you accomplish your goals and objectives. Being able to understand your situation further allows us to be proactive in providing solutions to some of the issues you may not have even thought about or experienced yet.

While every client has their own unique circumstances, our goal as a firm is the same- to create value for our clients.

How the financial services industry operates

The Private Wealth Management industry is growing and changing rapidly. Many types of professionals and salespeople hold themselves out there as an "Advisor." There are myriad of conflicts of interest and what's "suitable" may not necessarily be what's in someone's best interest.  Many firms are focused on charging what the market will bear and spend a lot of time figuring out what they won't do for clients when they should be figuring out ways to create value for those clients.

Our approach is to give our clients high quality advice and service at a competitive price, one we would be willing to pay if we were sitting on the other side of the table.  Throughout our careers, much of our growth has come from referrals from our existing clients and the professionals they work with. We focus on being professionals that clients are proud to tell their friends and family about, we strive to accomplish this by providing our clients with a good experience.

What you should expect as a client of Accretive

Our investment and planning offering:

  • Goal based financial planning, utilizing up to date tools and technology
  • Current and creative solutions to help accomplish your goals
  • Disciplined, diligent, and consistent investment process
  • The ability to help you build a team of advisors and professionals around you to address your concerns.

Our service model:

  • Be proactive in addressing issues based on your specific situation.
  • Be responsive to questions and concerns you may have today, and be there when there are changes in your situation.
  • Clearly communicate what you need to hear in language you’ll understand.
  • Educate, prepare, and empower you to make prudent financial decisions for yourself and your family.

What you should expect from any financial advisory relationship

Healthy relationships are based on trust. You need to have a basic understand of, and comfort with, the advisor’s philosophy toward investing, planning and the overall relationship. Additionally you need to know:

  • What is the scope and nature of the relationship?
  • Are there any conflicts of interest?
  • What does the relationship cost? 
  • Who is paying the advisor, you directly via a fee or someone else via a commission?

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Learn more about Accretive today

125 Half Mile Road #200
Red Bank, NJ 07701
973-970-2627

Our Strategic Partners

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Dominic Morio

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Dominic Morio

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Dominic Morio

Accretive On: Should I Pay Off My Mortgage?

May 22, 2019