Financial advice centered around you.
Our goal is to improve our clients’ financial lives through independent, thoughtful, and straightforward guidance. We are a service-oriented wealth management firm seeking to both build trust and be deserving of it.
We take the time to really get to know you
We are committed to improving our clients' financial lives. We begin by 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. While every client has their own unique circumstances, our goal as a firm remains the same - to create value for our clients.
Accretive Wealth Partners is a fee-only firm, which means the only form of compensation we receive is from our clients. We are also fiduciaries, which means we are obligated to act in the best interest of our clients. While this sounds intuitive, not all private wealth management firms hold themselves to this standard.
Being fee-only helps us to be independent and consultative, so our clients can have confidence they are receiving objective advice.
We tailor our services to meet your goals
We believe investing shouldn’t be complicated. Good investing should be goal-oriented, disciplined, and efficiently implemented.
We believe that Financial Planning should be an ongoing process. We build a plan around you and your unique goals and objectives.
Whether you are currently saving for, or spending in, retirement, our goal is to build a plan that you have comfort and confidence in.
Tax and Estate Planning
Tax and estate planning is an important and ever-evolving component of your financial plan. We collaborate and coordinate with your professionals to keep your plan up-to-date as the tax code and laws change.
Client Alignment Program (CAP)™
Our Client Alignment Program™ was designed to reduce our clients’ costs as our firm grows. CAP is a voluntary fee waiver that was created to share our economies of scale. Read more about our CAP program and how it benefits clients.
What you should expect as a client of Accretive
Healthy relationships are based on trust. It is important for our clients to have a basic understanding of, and comfort with, our philosophy towards investing and planning.
We get to know you
We take the time to understand you and your situation. This primarily focuses on your wants, needs, and goals.
Goals-based financial planning
We build solutions for you based on your unique circumstances and financial objectives.
An understanding of our investment process
We believe the right investment philosophy is one you can stick with, in good markets and bad. In our opinion, education empowers clients to stay the course with their portfolio.
Proactive communication and client service
We seek to meet and speak with you throughout the year, irrespective of the market environment. When you contact us, our goal is to respond quickly.