We came together with one goal in mind, to create value for clients.
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.
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.
Our job is to help prioritize your goals and chart an achievable course of action with you.
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.
Accretive Wealth Partners minimize conflicts as fee only advisors.
Accretive has been faithfully serving the New Jersey Area since 2018.
WE DON’T TAKE COMMISSIONS, THE ONLY SOURCE OF COMPENSATION WE RECEIVE IS FROM OUR CLIENTS.
WE ARE NOT OWNED BY A BANK OR FINANCIAL INSTITUTION, YOU ARE WORKING WITH THE DECISION MAKERS.
CLIENTS NEED AN ADVISOR WITH A TIME HORIZON THAT MATCHES THEIRS, OUR PRINCIPAL’S EXPECTED CAREER LENGTH MATCHES UP WELL WITH THE AVERAGE CLIENT’S NEED FOR AN ADVISOR.
Too much activity in a portfolio tends to be an enemy of returns. More activity tends to lead to higher costs and greater tax bills.
On Wall Street, long term is often measured in days, weeks, or months. There is no advantage in thinking short term. We focus on making a smaller number of longer term decisions.
We construct portfolios based on what academic research has shown to be effective over longer periods of time.
Financial plans aren’t meant to sit on a shelf. People’s personal and financial lives change constantly and so will their plans. We monitor your plan to ensure it still aligns with your wishes.
We seek to get value in excess of what we’re paying. The higher the cost, the harder that is to achieve over the long term. We seek to express ideas in our portfolios in a cost–effective manner.
Everyone prioritizes their life differently. For some, earning a living is a result of necessity. For others, their careers are the most optimal path to philanthropic and family gifting goals.
There’s no fee or commitment on your part for an initial consultation interest.
Accretive Wealth Partners, LLC ("Accretive Wealth") is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Accretive Wealth and its representatives are properly licensed or exempt from licensure.
Accretive Wealth Partners is a fee-only firm. We are fiduciaries that put our clients’ interests ahead of our own. This comes through in our consultative approach in working with clients and understanding what’s important to them. Our experience is what allows us to proactively engage our clients in helping them navigate their financial lives.
We came together with one goal in mind, to create value for clients.
1 Gatehall Dr., Suite 207
Parsippany, NJ 07054
Phone: 973-970-2627
Fax: 973-756-2288
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